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Strategic Family Wealth Counselors’s Allstate ALL Stock Holding History

Strategic Family Wealth Counselors’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
-1,552
Closed -$300K – 165
2025
Q4 		$300K Buy
+1,552
New +$318K 0.07% 175

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Family Wealth Counselors's ALL Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Allstate (ALL) in Q1 2026, closing a stake of 1,552 shares — an estimated $300K sold.

Strategic Family Wealth Counselors first reported a position in ALL in Q4 2025 and held it in 1 quarter. The position peaked at $300K in Q4 2025. 1,688 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Allstate position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 1,552 Allstate shares in Q1 2026, an estimated $300K.
  • Strategic Family Wealth Counselors first reported a position in Allstate in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Allstate position peaked at $300K in Q4 2025.
  • 1,688 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.