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Atria Wealth Solutions’s Ally Financial ALLY Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-21,350
Closed -$779K – 1473
2025
Q1 		$779K Sell
21,350
-865
-4% -$31.9K 0.01% 980
2024
Q4 		$800K Buy
22,215
+2,400
+12% +$87.2K 0.01% 1021
2024
Q3 		$705K Buy
19,815
+965
+5% +$38.6K 0.01% 1068
2024
Q2 		$748K Sell
18,850
-4,600
-20% -$180K 0.01% 1027
2024
Q1 		$952K Sell
23,450
-2,000
-8% -$73K 0.01% 931
2023
Q4 		$889K Sell
25,450
-4,300
-14% -$120K 0.01% 917
2023
Q3 		$794K Buy
29,750
+20,719
+229% +$579K 0.01% 917
2023
Q2 		$244K Buy
9,031
+531
+6% +$14.1K ﹤0.01% 1569
2023
Q1 		$217K Buy
+8,500
New +$244K ﹤0.01% 1626

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return