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Phillips Wealth Planners’s Allstate ALL Stock Holding History

Phillips Wealth Planners’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 		$302K Sell
1,411
-108
-7% -$22.1K 0.23% 151
2025
Q4 		$294K Buy
1,519
+168
+12% +$34.4K 0.24% 147
2025
Q3 		$282K Sell
1,351
-122
-8% -$24.6K 0.23% 151
2025
Q2 		$285K Buy
1,473
+42
+3% +$8.38K 0.26% 140
2025
Q1 		$276K Buy
1,431
+85
+6% +$16.6K 0.29% 123
2024
Q4 		$244K Buy
1,346
+85
+7% +$16.5K 0.24% 147
2024
Q3 		$247K Buy
+1,261
New +$224K 0.24% 156
2023
Q3 		– Sell
-2,238
Closed -$244K – 147
2023
Q2 		$244K Sell
2,238
-8
-0.4% -$907 0.32% 117
2023
Q1 		$260K Buy
+2,246
New +$284K 0.34% 110

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

Phillips Wealth Planners's ALL Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Allstate (ALL) stake by 7.1% in Q1 2026, selling an estimated $22.1K and leaving 1,411 shares worth $302K. The position accounts for 0.23% of the portfolio, ranked #151.

Phillips Wealth Planners first reported a position in ALL in Q1 2023 and has held it in 9 quarters since. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Phillips Wealth Planners held 1,411 shares of Allstate worth $302K as of Q1 2026.
  • Phillips Wealth Planners sold 108 Allstate shares in Q1 2026, an estimated $22.1K.
  • Allstate made up 0.23% of Phillips Wealth Planners's portfolio in Q1 2026, its #151 holding.
  • Phillips Wealth Planners first reported a position in Allstate in Q1 2023 and has held it in 9 quarters since.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.