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Waypoint Wealth Counsel’s Allstate ALL Stock Holding History

Waypoint Wealth Counsel’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
-1,073
Closed -$223K – 231
2025
Q4 		$223K Sell
1,073
-45
-4% -$9.21K 0.08% 244
2025
Q3 		$240K Buy
+1,118
New +$226K 0.09% 211

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

Waypoint Wealth Counsel's ALL Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Allstate (ALL) in Q1 2026, closing a stake of 1,073 shares — an estimated $223K sold.

Waypoint Wealth Counsel first reported a position in ALL in Q3 2025 and held it in 2 quarters. The position peaked at $240K in Q3 2025. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Allstate position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,073 Allstate shares in Q1 2026, an estimated $223K.
  • Waypoint Wealth Counsel first reported a position in Allstate in Q3 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Allstate position peaked at $240K in Q3 2025.
  • 1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

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