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Sagespring Wealth Partners’s Allstate ALL Stock Holding History

Sagespring Wealth 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 		$1.59M Sell
7,691
-87
-1% -$17.8K 0.03% 229
2025
Q4 		$1.62M Sell
7,778
-39
-0.5% -$7.98K 0.03% 223
2025
Q3 		$1.68M Sell
7,817
-268
-3% -$54.1K 0.03% 212
2025
Q2 		$1.63M Buy
8,085
+423
+6% +$84.4K 0.04% 199
2025
Q1 		$1.59M Buy
7,662
+648
+9% +$126K 0.04% 180
2024
Q4 		$1.35M Buy
+7,014
New +$1.36M 0.04% 179

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

Sagespring Wealth Partners's ALL Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Allstate (ALL) stake by 1.1% in Q1 2026, selling an estimated $17.8K and leaving 7,691 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #229.

Sagespring Wealth Partners first reported a position in ALL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q3 2025. 1,679 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Sagespring Wealth Partners held 7,691 shares of Allstate worth $1.59M as of Q1 2026.
  • Sagespring Wealth Partners sold 87 Allstate shares in Q1 2026, an estimated $17.8K.
  • Allstate made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #229 holding.
  • Sagespring Wealth Partners first reported a position in Allstate in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Allstate position peaked at $1.68M in Q3 2025.
  • 1,679 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.