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Briaud Financial Planning’s Ally Financial ALLY Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-150
Closed -$5K – 43
2025
Q2 		$5K Buy
+150
New +$5.2K ﹤0.01% 272

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Briaud Financial Planning's ALLY Position: Q3 2025 in Review

Briaud Financial Planning sold out of Ally Financial (ALLY) in Q3 2025, closing a stake of 150 shares — an estimated $5K sold.

Briaud Financial Planning first reported a position in ALLY in Q2 2025 and held it in 1 quarter. The position peaked at $5K in Q2 2025. 545 funds tracked by Wall St. Rank hold ALLY as of Q3 2025.

  • Briaud Financial Planning reported no remaining Ally Financial position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 150 Ally Financial shares in Q3 2025, an estimated $5K.
  • Briaud Financial Planning first reported a position in Ally Financial in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Ally Financial position peaked at $5K in Q2 2025.
  • 545 funds tracked by Wall St. Rank held Ally Financial as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.