AWM
ALLY icon

Axxcess Wealth Management’s Ally Financial ALLY Stock Holding History

Axxcess 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
2026
Q1 		– Sell
-7,124
Closed -$323K – 400
2025
Q4 		$323K Buy
7,124
+878
+14% +$36.2K 0.01% 828
2025
Q3 		$245K Sell
6,246
-152
-2% -$6.09K 0.01% 825
2025
Q2 		$249K Hold
6,398
– – 0.01% 772
2025
Q1 		$233K Hold
6,398
– – 0.01% 769
2024
Q4 		$230K Sell
6,398
-25
-0.4% -$908 0.01% 763
2024
Q3 		$229K Sell
6,423
-75
-1% -$3K 0.01% 797
2024
Q2 		$258K Buy
+6,498
New +$254K 0.01% 698

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Axxcess Wealth Management's ALLY Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Ally Financial (ALLY) in Q1 2026, closing a stake of 7,124 shares — an estimated $323K sold.

Axxcess Wealth Management first reported a position in ALLY in Q2 2024 and held it in 7 quarters. The position peaked at $323K in Q4 2025. 586 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Ally Financial position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,124 Ally Financial shares in Q1 2026, an estimated $323K.
  • Axxcess Wealth Management first reported a position in Ally Financial in Q2 2024 and held it in 7 quarters.
  • Axxcess Wealth Management's Ally Financial position peaked at $323K in Q4 2025.
  • 586 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.