Avantax Advisory Services’s Ally Financial ALLY Stock Holding History

Avantax Advisory Services’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	$378K	Buy	9,708 +3,192	+49%	+$111K	﹤0.01%	1754
2025 Q1	$238K	Buy	6,516 +708	+12%	+$26.1K	﹤0.01%	1997
2024 Q4	$209K	Sell	5,808 -604	-9%	-$21.9K	﹤0.01%	2033
2024 Q3	$228K	Sell	6,412 -1,490	-19%	-$59.6K	﹤0.01%	1938
2024 Q2	$313K	Sell	7,902 -1,612	-17%	-$62.9K	﹤0.01%	1665
2024 Q1	$386K	Sell	9,514 -8,321	-47%	-$304K	﹤0.01%	1166
2023 Q4	$623K	Buy	17,835 +1,749	+11%	+$48.9K	0.01%	896
2023 Q3	$429K	Buy	16,086 +278	+2%	+$7.76K	﹤0.01%	1012
2023 Q2	$427K	Buy	15,808 +4,962	+46%	+$132K	﹤0.01%	1012
2023 Q1	$276K	Buy	+10,846	New	+$311K	﹤0.01%	1193
2022 Q2	–	Sell	-7,854	Closed	-$344K	–	1302
2022 Q1	$344K	Sell	7,854 -159	-2%	-$7.51K	﹤0.01%	939
2021 Q4	$381K	Buy	8,013 +2,919	+57%	+$145K	0.01%	863
2021 Q3	$258K	Buy	5,094 +1,037	+26%	+$53.6K	﹤0.01%	990
2021 Q2	$203K	Buy	+4,057	New	+$208K	﹤0.01%	1078
2020 Q4	–	Sell	-9,007	Closed	-$229K	–	943
2020 Q3	$229K	Buy	+9,007	New	+$201K	﹤0.01%	1157

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's ALLY Position: Q2 2025 in Review

Avantax Advisory Services increased its Ally Financial (ALLY) stake by 49% in Q2 2025, buying an estimated $111K and bringing the position to 9,708 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Avantax Advisory Services first reported a position in ALLY in Q3 2020 and has held it in 15 quarters since. The position peaked at $623K in Q4 2023. 558 funds tracked by Wall St. Rank hold ALLY as of Q2 2025.

Avantax Advisory Services held 9,708 shares of Ally Financial worth $378K as of Q2 2025.
Avantax Advisory Services bought 3,192 Ally Financial shares in Q2 2025, an estimated $111K.
Ally Financial made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1754 holding.
Avantax Advisory Services first reported a position in Ally Financial in Q3 2020 and has held it in 15 quarters since.
Avantax Advisory Services's Ally Financial position peaked at $623K in Q4 2023.
558 funds tracked by Wall St. Rank held Ally Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.