WealthPlan Investment Management’s Allstate ALL Stock Holding History

WealthPlan Investment Management’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	$324K	Buy	1,360 +166	+14%	+$36.1K	0.02%	385
2026 Q1	$248K	Buy	1,194 +75	+7%	+$15.4K	0.01%	420
2025 Q4	$233K	Buy	1,119 +17	+2%	+$3.48K	0.01%	345
2025 Q3	$237K	Buy	1,102 +4	+0.4%	+$807	0.02%	302
2025 Q2	$221K	Hold	1,098	–	–	0.02%	323
2025 Q1	$227K	Hold	1,098	–	–	0.02%	247
2024 Q4	$212K	Hold	1,098	–	–	0.02%	252
2024 Q3	$208K	Buy	+1,098	New	+$195K	0.02%	237
2023 Q2	–	Sell	-1,098	Closed	-$122K	–	377
2023 Q1	$122K	Sell	1,098 -608	-36%	-$76.9K	0.02%	187
2022 Q4	$233K	Buy	1,706 +2	+0.1%	+$262	0.02%	349
2022 Q3	$222K	Buy	+1,704	New	+$212K	0.02%	338
2022 Q1	$215K	Buy	+1,702	New	+$214K	0.01%	364

Other funds holding ALL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WealthPlan Investment Management's ALL Position: Q2 2026 in Review

WealthPlan Investment Management increased its Allstate (ALL) stake by 14% in Q2 2026, buying an estimated $36.1K and bringing the position to 1,360 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #385.

WealthPlan Investment Management first reported a position in ALL in Q1 2022 and has held it in 12 quarters since. 585 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

WealthPlan Investment Management held 1,360 shares of Allstate worth $324K as of Q2 2026.
WealthPlan Investment Management bought 166 Allstate shares in Q2 2026, an estimated $36.1K.
Allstate made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #385 holding.
WealthPlan Investment Management first reported a position in Allstate in Q1 2022 and has held it in 12 quarters since.
585 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.