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Root Financial Partners’s Allstate ALL Stock Holding History

Root Financial Partners’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 		$243K Buy
1,170
+53
+5% +$10.9K 0.01% 292
2025
Q4 		$233K Sell
1,117
-266
-19% -$54.5K 0.01% 269
2025
Q3 		$297K Buy
+1,383
New +$279K 0.02% 213
2025
Q2 		– Sell
-1,262
Closed -$261K – 255
2025
Q1 		$261K Buy
1,262
+113
+10% +$22K 0.03% 173
2024
Q4 		$222K Sell
1,149
-186
-14% -$36.1K 0.03% 191
2024
Q3 		$253K Buy
+1,335
New +$237K 0.04% 133

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

Root Financial Partners's ALL Position: Q1 2026 in Review

Root Financial Partners increased its Allstate (ALL) stake by 4.7% in Q1 2026, buying an estimated $10.9K and bringing the position to 1,170 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #292.

Root Financial Partners first reported a position in ALL in Q3 2024 and has held it in 6 quarters since. The position peaked at $297K in Q3 2025. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Root Financial Partners held 1,170 shares of Allstate worth $243K as of Q1 2026.
  • Root Financial Partners bought 53 Allstate shares in Q1 2026, an estimated $10.9K.
  • Allstate made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #292 holding.
  • Root Financial Partners first reported a position in Allstate in Q3 2024 and has held it in 6 quarters since.
  • Root Financial Partners's Allstate position peaked at $297K in Q3 2025.
  • 1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.