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Principia Wealth Advisory’s Allstate ALL Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$3.54K Buy
17
+2
+13% +$409 ﹤0.01% 336
2025
Q3 		$3.22K Hold
15
– – ﹤0.01% 356
2025
Q2 		$3.02K Buy
15
+5
+50% +$998 ﹤0.01% 307
2025
Q1 		$1.93K Buy
10
+3
+43% +$584 ﹤0.01% 287
2024
Q4 		$1.35K Buy
+7
New +$1.36K ﹤0.01% 304

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principia Wealth Advisory's ALL Position: Q4 2025 in Review

Principia Wealth Advisory increased its Allstate (ALL) stake by 13% in Q4 2025, buying an estimated $409 and bringing the position to 17 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Principia Wealth Advisory first reported a position in ALL in Q4 2024 and has held it in 5 quarters since. 1,689 funds tracked by Wall St. Rank hold ALL as of Q4 2025.

  • Principia Wealth Advisory held 17 shares of Allstate worth $3.54K as of Q4 2025.
  • Principia Wealth Advisory bought 2 Allstate shares in Q4 2025, an estimated $409.
  • Allstate made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #336 holding.
  • Principia Wealth Advisory first reported a position in Allstate in Q4 2024 and has held it in 5 quarters since.
  • 1,689 funds tracked by Wall St. Rank held Allstate as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.