SMA
ALL icon

Sage Mountain Advisors’s Allstate ALL Stock Holding History

Sage Mountain Advisors’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
-2,264
Closed -$471K – 296
2025
Q4 		$471K Buy
2,264
+175
+8% +$35.8K 0.03% 288
2025
Q3 		$448K Sell
2,089
-262
-11% -$52.9K 0.03% 295
2025
Q2 		$473K Buy
2,351
+88
+4% +$17.6K 0.03% 250
2025
Q1 		$469K Buy
2,263
+42
+2% +$8.18K 0.03% 233
2024
Q4 		$428K Buy
2,221
+562
+34% +$109K 0.03% 235
2024
Q3 		$315K Sell
1,659
-104
-6% -$18.5K 0.03% 278
2024
Q2 		$281K Buy
1,763
+17
+1% +$2.84K 0.03% 267
2024
Q1 		$302K Buy
1,746
+180
+11% +$28.4K 0.03% 237
2023
Q4 		$219K Buy
+1,566
New +$204K 0.03% 251

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

Sage Mountain Advisors's ALL Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Allstate (ALL) in Q1 2026, closing a stake of 2,264 shares — an estimated $471K sold.

Sage Mountain Advisors first reported a position in ALL in Q4 2023 and held it in 9 quarters. The position peaked at $473K in Q2 2025. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Allstate position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,264 Allstate shares in Q1 2026, an estimated $471K.
  • Sage Mountain Advisors first reported a position in Allstate in Q4 2023 and held it in 9 quarters.
  • Sage Mountain Advisors's Allstate position peaked at $473K in Q2 2025.
  • 1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.