Picton Mahoney Asset Management’s Allstate ALL Stock Holding History

Picton Mahoney Asset Management’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	$2.02M	Buy	9,728 +2,130	+28%	+$437K	0.01%	486
2025 Q4	$1.58M	Buy	7,598 +3,516	+86%	+$720K	0.01%	471
2025 Q3	$875K	Buy	+4,082	New	+$824K	0.01%	521
2018 Q1	–	Sell	-1,600	Closed	-$167K	–	196
2017 Q4	$167K	Sell	1,600 -61,200	-97%	-$6.03M	0.01%	166
2017 Q3	$5.77M	Sell	62,800 -68,850	-52%	-$6.26M	0.43%	81
2017 Q2	$11.6M	Sell	131,650 -29,050	-18%	-$2.46M	0.83%	45
2017 Q1	$13.1M	Buy	160,700 +158,050	+5,964%	+$12.4M	0.88%	37
2016 Q4	$196K	Sell	2,650 -1,650	-38%	-$116K	0.02%	169
2016 Q3	$297K	Buy	+4,300	New	+$296K	0.02%	201

Other funds holding ALL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Picton Mahoney Asset Management's ALL Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Allstate (ALL) stake by 28% in Q1 2026, buying an estimated $437K and bringing the position to 9,728 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #486.

Picton Mahoney Asset Management first reported a position in ALL in Q3 2016 and has held it in 9 quarters since. The position peaked at $13.1M in Q1 2017. 1,679 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Picton Mahoney Asset Management held 9,728 shares of Allstate worth $2.02M as of Q1 2026.
Picton Mahoney Asset Management bought 2,130 Allstate shares in Q1 2026, an estimated $437K.
Allstate made up 0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #486 holding.
Picton Mahoney Asset Management first reported a position in Allstate in Q3 2016 and has held it in 9 quarters since.
Picton Mahoney Asset Management's Allstate position peaked at $13.1M in Q1 2017.
1,679 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.