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Planned Solutions’s Allstate ALL Stock Holding History

Planned 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
Q2 		$337K Buy
+1,418
New +$308K 0.1% 104
2024
Q4 		– Sell
-378
Closed -$71.7K – 134
2024
Q3 		$71.7K Buy
+378
New +$67.1K 0.03% 258
2024
Q1 		– Sell
-378
Closed -$52.9K – 115
2023
Q4 		$52.9K Buy
+378
New +$49.3K 0.02% 275
2021
Q1 		– Sell
-378
Closed -$42K – 73
2020
Q4 		$42K Hold
378
– – 0.03% 224
2020
Q3 		$36K Buy
+378
New +$35.3K 0.04% 179

Other funds holding ALL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Planned Solutions's ALL Position: Q2 2026 in Review

Planned Solutions opened a new position in Allstate (ALL) in Q2 2026: 1,418 shares worth $337K. The stake represents 0.1% of the portfolio and ranks #104 among its holdings. This is a return to the name: Planned Solutions previously reported a position in ALL as recently as Q3 2024.

Planned Solutions first reported a position in ALL in Q3 2020 and has held it in 5 quarters since. 265 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Planned Solutions held 1,418 shares of Allstate worth $337K as of Q2 2026.
  • Allstate was a new Planned Solutions position in Q2 2026.
  • Allstate made up 0.1% of Planned Solutions's portfolio in Q2 2026, its #104 holding.
  • Planned Solutions first reported a position in Allstate in Q3 2020 and has held it in 5 quarters since.
  • 265 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.