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Planning Strategies Inc.’s Allstate ALL Stock Holding History

Planning Strategies Inc.’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 		$168K Buy
+704
New +$153K 0.1% 72

Other funds holding ALL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Planning Strategies Inc.'s ALL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Allstate (ALL) in Q2 2026: 704 shares worth $168K. The stake represents 0.1% of the portfolio and ranks #72 among its holdings.

629 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Planning Strategies Inc. held 704 shares of Allstate worth $168K as of Q2 2026.
  • Allstate was a new Planning Strategies Inc. position in Q2 2026.
  • Allstate made up 0.1% of Planning Strategies Inc.'s portfolio in Q2 2026, its #72 holding.
  • 629 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.