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Personal CFO Solutions’s Allstate ALL Stock Holding History

Personal CFO Solutions’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
5,113
+3,890
+318% +$797K 0.15% 119
2025
Q4 		$255K Buy
1,223
+68
+6% +$13.9K 0.04% 426
2025
Q3 		$248K Sell
1,155
-54
-4% -$10.9K 0.04% 418
2025
Q2 		$243K Buy
+1,209
New +$241K 0.05% 397
2025
Q1 		– Sell
-1,772
Closed -$342K – 451
2024
Q4 		$342K Buy
+1,772
New +$344K 0.07% 281
2024
Q1 		– Sell
-1,642
Closed -$230K – 544
2023
Q4 		$230K Sell
1,642
-160
-9% -$20.9K 0.04% 449
2023
Q3 		$201K Buy
+1,802
New +$197K 0.04% 436
2022
Q1 		– Sell
-1,778
Closed -$209K – 475
2021
Q4 		$209K Sell
1,778
-460
-21% -$54.4K 0.04% 425
2021
Q3 		$285K Sell
2,238
-1,313
-37% -$174K 0.06% 301
2021
Q2 		$463K Buy
3,551
+33
+0.9% +$4.26K 0.09% 200
2021
Q1 		$404K Sell
3,518
-951
-21% -$105K 0.09% 206
2020
Q4 		$491K Buy
4,469
+543
+14% +$53.4K 0.12% 164
2020
Q3 		$0 Sell
3,926
-66
-2% -$6.16K ﹤0.01% 140
2020
Q2 		$387K Buy
3,992
+546
+16% +$53.6K 0.11% 168
2020
Q1 		$316K Buy
3,446
+44
+1% +$4.78K 0.11% 165
2019
Q4 		$395K Buy
+3,402
New +$371K 0.11% 169

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Personal CFO Solutions's ALL Position: Q1 2026 in Review

Personal CFO Solutions increased its Allstate (ALL) stake by 318% in Q1 2026, buying an estimated $797K and bringing the position to 5,113 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #119.

Personal CFO Solutions first reported a position in ALL in Q4 2019 and has held it in 16 quarters since. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Personal CFO Solutions held 5,113 shares of Allstate worth $1.07M as of Q1 2026.
  • Personal CFO Solutions bought 3,890 Allstate shares in Q1 2026, an estimated $797K.
  • Allstate made up 0.15% of Personal CFO Solutions's portfolio in Q1 2026, its #119 holding.
  • Personal CFO Solutions first reported a position in Allstate in Q4 2019 and has held it in 16 quarters since.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.