AE Wealth Management’s Ally Financial ALLY Stock Holding History

AE Wealth Management’s Portfolio ALLY Stock Details ALLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9,066	Closed	-$355K	–	2458
2025 Q3	$355K	Buy	+9,066	New	+$363K	﹤0.01%	1112
2024 Q1	–	Sell	-17,818	Closed	-$670K	–	1170
2023 Q4	$670K	Buy	17,818 +4,042	+29%	+$113K	﹤0.01%	1301
2023 Q3	$368K	Buy	+13,776	New	+$385K	﹤0.01%	1521
2022 Q2	–	Sell	-17,664	Closed	-$768K	–	1717
2022 Q1	$768K	Buy	+17,664	New	+$834K	0.01%	1027

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

AE Wealth Management's ALLY Position: Q4 2025 in Review

AE Wealth Management sold out of Ally Financial (ALLY) in Q4 2025, closing a stake of 9,066 shares — an estimated $355K sold.

AE Wealth Management first reported a position in ALLY in Q1 2022 and held it in 4 quarters. The position peaked at $768K in Q1 2022. 589 funds tracked by Wall St. Rank hold ALLY as of Q4 2025.

AE Wealth Management reported no remaining Ally Financial position as of Q4 2025 after selling out during the quarter.
AE Wealth Management sold 9,066 Ally Financial shares in Q4 2025, an estimated $355K.
AE Wealth Management first reported a position in Ally Financial in Q1 2022 and held it in 4 quarters.
AE Wealth Management's Ally Financial position peaked at $768K in Q1 2022.
589 funds tracked by Wall St. Rank held Ally Financial as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.