Pinnacle Wealth Planning Services’s Allstate ALL Stock Holding History

Pinnacle Wealth Planning Services’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	$293K	Sell	1,415 -36	-2%	-$7.38K	0.03%	346
2025 Q4	$302K	Sell	1,451 -15	-1%	-$3.07K	0.03%	317
2025 Q3	$315K	Buy	1,466 +392	+36%	+$79.1K	0.04%	304
2025 Q2	$216K	Buy	+1,074	New	+$214K	0.03%	398
2021 Q1	–	Sell	-326	Closed	-$35K	–	400
2020 Q4	$35K	Buy	+326	New	+$32K	0.01%	940

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

Pinnacle Wealth Planning Services's ALL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Allstate (ALL) stake by 2.5% in Q1 2026, selling an estimated $7.38K and leaving 1,415 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #346.

Pinnacle Wealth Planning Services first reported a position in ALL in Q4 2020 and has held it in 5 quarters since. The position peaked at $315K in Q3 2025. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Pinnacle Wealth Planning Services held 1,415 shares of Allstate worth $293K as of Q1 2026.
Pinnacle Wealth Planning Services sold 36 Allstate shares in Q1 2026, an estimated $7.38K.
Allstate made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #346 holding.
Pinnacle Wealth Planning Services first reported a position in Allstate in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Allstate position peaked at $315K in Q3 2025.
1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.