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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
Q2 		$350K Sell
1,393
-18
-1% -$3.91K 0.26% 120
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Phillips Wealth Planners's ALL Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Allstate (ALL) stake by 1.3% in Q2 2026, selling an estimated $3.91K and leaving 1,393 shares worth $350K. The position accounts for 0.26% of the portfolio, ranked #120.

Phillips Wealth Planners first reported a position in ALL in Q1 2023 and has held it in 10 quarters since. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Phillips Wealth Planners held 1,393 shares of Allstate worth $350K as of Q2 2026.
  • Phillips Wealth Planners sold 18 Allstate shares in Q2 2026, an estimated $3.91K.
  • Allstate made up 0.26% of Phillips Wealth Planners's portfolio in Q2 2026, its #120 holding.
  • Phillips Wealth Planners first reported a position in Allstate in Q1 2023 and has held it in 10 quarters since.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.