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Robertson Stephens Wealth Management’s Allstate ALL Stock Holding History

Robertson Stephens Wealth Management’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 		– Sell
-1,079
Closed -$226K – 619
2025
Q4 		$226K Buy
+1,079
New +$221K 0.01% 579

Other funds holding ALL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robertson Stephens Wealth Management's ALL Position: Q1 2026 in Review

Robertson Stephens Wealth Management sold out of Allstate (ALL) in Q1 2026, closing a stake of 1,079 shares — an estimated $226K sold.

Robertson Stephens Wealth Management first reported a position in ALL in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 1,679 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Robertson Stephens Wealth Management reported no remaining Allstate position as of Q1 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,079 Allstate shares in Q1 2026, an estimated $226K.
  • Robertson Stephens Wealth Management first reported a position in Allstate in Q4 2025 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Allstate position peaked at $226K in Q4 2025.
  • 1,679 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.