Royal Fund Management’s Allstate ALL Stock Holding History

Royal Fund 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 Q2	$348K	Hold	1,461	–	–	0.03%	233
2026 Q1	$303K	Buy	1,461 +168	+13%	+$34.4K	0.03%	242
2025 Q4	$269K	Buy	+1,293	New	+$265K	0.02%	249
2025 Q3	–	Sell	-1,142	Closed	-$230K	–	295
2025 Q2	$230K	Buy	+1,142	New	+$228K	0.02%	268
2020 Q2	–	Sell	-421	Closed	-$38K	–	159
2020 Q1	$38K	Sell	421 -50	-11%	-$5.44K	0.02%	246
2019 Q4	$52K	Buy	471 +50	+12%	+$5.46K	0.01%	238
2019 Q3	$45K	Hold	421	–	–	0.01%	246
2019 Q2	$42K	Hold	421	–	–	0.01%	242
2019 Q1	$39K	Hold	421	–	–	0.01%	231
2018 Q4	$34K	Hold	421	–	–	0.01%	216
2018 Q3	$41K	Buy	421 +110	+35%	+$10.7K	0.01%	202
2018 Q2	$28K	Sell	311 -243	-44%	-$23.1K	0.01%	252
2018 Q1	$52K	Buy	554 +143	+35%	+$13.9K	0.02%	190
2017 Q4	$43K	Hold	411	–	–	0.02%	216
2017 Q3	$37K	Hold	411	–	–	0.01%	195
2017 Q2	$36K	Hold	411	–	–	0.02%	175
2017 Q1	$33K	Hold	411	–	–	0.02%	176
2016 Q4	$30K	Buy	+411	New	+$28.9K	0.02%	173

Other funds holding ALL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Royal Fund Management's ALL Position: Q2 2026 in Review

Royal Fund Management held its Allstate (ALL) position steady in Q2 2026 at 1,461 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #233.

Royal Fund Management first reported a position in ALL in Q4 2016 and has held it in 18 quarters since. 358 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Royal Fund Management held 1,461 shares of Allstate worth $348K as of Q2 2026.
Royal Fund Management left its Allstate share count unchanged in Q2 2026.
Allstate made up 0.03% of Royal Fund Management's portfolio in Q2 2026, its #233 holding.
Royal Fund Management first reported a position in Allstate in Q4 2016 and has held it in 18 quarters since.
358 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.