Bogart Wealth LLC’s Ally Financial ALLY Stock Holding History

Bogart Wealth LLC’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	$2.59K	Buy	66 +57	+633%	+$2.35K	﹤0.01%	1218
2025 Q4	$408	Hold	9	–	–	﹤0.01%	1503
2025 Q3	$353	Buy	+9	New	+$361	﹤0.01%	1461
2023 Q3	–	Sell	-50	Closed	-$1.35K	–	1072
2023 Q2	$1.35K	Buy	+50	New	+$1.33K	﹤0.01%	924
2023 Q1	–	Sell	-50	Closed	-$1.22K	–	1111
2022 Q4	$1.22K	Buy	+50	New	+$1.33K	﹤0.01%	848
2020 Q3	–	Sell	-800	Closed	-$16K	–	433
2020 Q2	$16K	Hold	800	–	–	﹤0.01%	249
2020 Q1	$12K	Hold	800	–	–	﹤0.01%	248
2019 Q4	$24K	Hold	800	–	–	0.01%	222
2019 Q3	$27K	Hold	800	–	–	0.01%	198
2019 Q2	$24K	Hold	800	–	–	0.01%	187
2019 Q1	$21K	Hold	800	–	–	0.01%	200
2018 Q4	$18K	Hold	800	–	–	0.01%	204
2018 Q3	$21K	Hold	800	–	–	0.01%	189
2018 Q2	$21K	Buy	+800	New	+$21.4K	0.01%	198

Other funds holding ALLY

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bogart Wealth LLC's ALLY Position: Q1 2026 in Review

Bogart Wealth LLC increased its Ally Financial (ALLY) stake by 633% in Q1 2026, buying an estimated $2.35K and bringing the position to 66 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Bogart Wealth LLC first reported a position in ALLY in Q2 2018 and has held it in 14 quarters since. The position peaked at $27K in Q3 2019. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

Bogart Wealth LLC held 66 shares of Ally Financial worth $2.59K as of Q1 2026.
Bogart Wealth LLC bought 57 Ally Financial shares in Q1 2026, an estimated $2.35K.
Ally Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1218 holding.
Bogart Wealth LLC first reported a position in Ally Financial in Q2 2018 and has held it in 14 quarters since.
Bogart Wealth LLC's Ally Financial position peaked at $27K in Q3 2019.
579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.