Richard C. Young & Co
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Richard C. Young & Co’s Allstate ALL Stock Holding History

Richard C. Young & Co’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
Q3 		$221K Sell
997
-4,653
-82% -$1.18M 0.02% 94
2026
Q2 		$1.34M Sell
5,650
-35,235
-86% -$7.66M 0.1% 67
2026
Q1 		$8.48M Sell
40,885
-747
-2% -$153K 0.7% 50
2025
Q4 		$8.67M Sell
41,632
-2,178
-5% -$446K 0.78% 48
2025
Q3 		$9.4M Buy
43,810
+233
+0.5% +$47K 0.87% 48
2025
Q2 		$8.77M Buy
43,577
+2,423
+6% +$483K 0.87% 49
2025
Q1 		$8.52M Buy
+41,154
New +$8.01M 0.92% 48

Other funds holding ALL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Richard C. Young & Co's ALL Position: Q3 2026 in Review

Richard C. Young & Co reduced its Allstate (ALL) stake by 82% in Q3 2026, selling an estimated $1.18M and leaving 997 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #94.

Richard C. Young & Co first reported a position in ALL in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.4M in Q3 2025. 1,345 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Richard C. Young & Co held 997 shares of Allstate worth $221K as of Q3 2026.
  • Richard C. Young & Co sold 4,653 Allstate shares in Q3 2026, an estimated $1.18M.
  • Allstate made up 0.02% of Richard C. Young & Co's portfolio in Q3 2026, its #94 holding.
  • Richard C. Young & Co first reported a position in Allstate in Q1 2025 and has held it in 7 quarters since.
  • Richard C. Young & Co's Allstate position peaked at $9.4M in Q3 2025.
  • 1,345 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Richard C. Young & Co's 13F filing for Q3 2026, filed 4 Nov 2026.