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SMART Wealth’s Allstate ALL Stock Holding History

SMART Wealth’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 		$281K Buy
1,356
+178
+15% +$36.5K 0.08% 173
2025
Q4 		$245K Buy
+1,178
New +$241K 0.07% 161
2025
Q3 		– Sell
-1,539
Closed -$310K – 144
2025
Q2 		$310K Buy
+1,539
New +$307K 0.1% 136

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

SMART Wealth's ALL Position: Q1 2026 in Review

SMART Wealth increased its Allstate (ALL) stake by 15% in Q1 2026, buying an estimated $36.5K and bringing the position to 1,356 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #173.

SMART Wealth first reported a position in ALL in Q2 2025 and has held it in 3 quarters since. The position peaked at $310K in Q2 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • SMART Wealth held 1,356 shares of Allstate worth $281K as of Q1 2026.
  • SMART Wealth bought 178 Allstate shares in Q1 2026, an estimated $36.5K.
  • Allstate made up 0.08% of SMART Wealth's portfolio in Q1 2026, its #173 holding.
  • SMART Wealth first reported a position in Allstate in Q2 2025 and has held it in 3 quarters since.
  • SMART Wealth's Allstate position peaked at $310K in Q2 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.