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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 $299B AUM 27.55% 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 $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's ALLY Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Ally Financial (ALLY) in Q2 2025, closing a stake of 21,350 shares — an estimated $779K sold.

Atria Wealth Solutions first reported a position in ALLY in Q1 2023 and held it in 9 quarters. The position peaked at $952K in Q1 2024. 558 funds tracked by Wall St. Rank hold ALLY as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Ally Financial position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 21,350 Ally Financial shares in Q2 2025, an estimated $779K.
  • Atria Wealth Solutions first reported a position in Ally Financial in Q1 2023 and held it in 9 quarters.
  • Atria Wealth Solutions's Ally Financial position peaked at $952K in Q1 2024.
  • 558 funds tracked by Wall St. Rank held Ally Financial as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.