PlanVest Financial’s Allstate ALL Stock Holding History

PlanVest Financial’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	$47.3K	Buy	199 +1	+0.5%	+$217	0.03%	228
2026 Q1	$41.2K	Buy	+198	New	+$40.6K	0.03%	231

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PlanVest Financial's ALL Position: Q2 2026 in Review

PlanVest Financial increased its Allstate (ALL) stake by 0.51% in Q2 2026, buying an estimated $217 and bringing the position to 199 shares worth $47.3K. The position accounts for 0.03% of the portfolio, ranked #228.

PlanVest Financial first reported a position in ALL in Q1 2026 and has held it in 2 quarters since. 1,709 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

PlanVest Financial held 199 shares of Allstate worth $47.3K as of Q2 2026.
PlanVest Financial bought 1 Allstate share in Q2 2026, an estimated $217.
Allstate made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #228 holding.
PlanVest Financial first reported a position in Allstate in Q1 2026 and has held it in 2 quarters since.
1,709 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.