Trifecta Capital Advisors’s Allstate ALL Stock Holding History

Trifecta Capital 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
2025 Q4	–	Sell	-31	Closed	-$6.66K	–	267
2025 Q3	$6.66K	Hold	31	–	–	﹤0.01%	255
2025 Q2	$6.24K	Hold	31	–	–	﹤0.01%	256
2025 Q1	$6.42K	Hold	31	–	–	﹤0.01%	229
2024 Q4	$5.98K	Hold	31	–	–	﹤0.01%	224
2024 Q3	$5.88K	Hold	31	–	–	﹤0.01%	235
2024 Q2	$4.95K	Hold	31	–	–	﹤0.01%	242
2024 Q1	$5.36K	Sell	31 -125	-80%	-$19.7K	﹤0.01%	226
2023 Q4	$21.8K	Buy	156 +125	+403%	+$16.3K	0.01%	171
2023 Q3	$3.45K	Hold	31	–	–	﹤0.01%	257
2023 Q2	$3.38K	Hold	31	–	–	﹤0.01%	250
2023 Q1	$3.44K	Hold	31	–	–	﹤0.01%	250
2022 Q4	$4.2K	Buy	+31	New	+$4.05K	﹤0.01%	228

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trifecta Capital Advisors's ALL Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Allstate (ALL) in Q4 2025, closing a stake of 31 shares — an estimated $6.66K sold.

Trifecta Capital Advisors first reported a position in ALL in Q4 2022 and held it in 12 quarters. The position peaked at $21.8K in Q4 2023. 1,684 funds tracked by Wall St. Rank hold ALL as of Q4 2025.

Trifecta Capital Advisors reported no remaining Allstate position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 31 Allstate shares in Q4 2025, an estimated $6.66K.
Trifecta Capital Advisors first reported a position in Allstate in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Allstate position peaked at $21.8K in Q4 2023.
1,684 funds tracked by Wall St. Rank held Allstate as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.