Steph & Co’s Allstate ALL Stock Holding History

Steph & Co’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	–	Sell	-42	Closed	-$8.71K	–	285
2026 Q1	$8.71K	Sell	42 -25	-37%	-$5.13K	﹤0.01%	281
2025 Q4	$13.9K	Hold	67	–	–	﹤0.01%	270
2025 Q3	$14.4K	Buy	+67	New	+$13.5K	﹤0.01%	278

Other funds holding ALL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Steph & Co's ALL Position: Q2 2026 in Review

Steph & Co sold out of Allstate (ALL) in Q2 2026, closing a stake of 42 shares — an estimated $8.71K sold.

Steph & Co first reported a position in ALL in Q3 2025 and held it in 3 quarters. The position peaked at $14.4K in Q3 2025. 265 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Steph & Co reported no remaining Allstate position as of Q2 2026 after selling out during the quarter.
Steph & Co sold 42 Allstate shares in Q2 2026, an estimated $8.71K.
Steph & Co first reported a position in Allstate in Q3 2025 and held it in 3 quarters.
Steph & Co's Allstate position peaked at $14.4K in Q3 2025.
265 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.