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Capital & Planning LLC’s Ally Financial ALLY Stock Holding History

Capital & Planning 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
Q2 		– Sell
-222
Closed -$8.71K – 49
2026
Q1 		$8.71K Buy
+222
New +$9.14K 0.01% 102

Other funds holding ALLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Capital & Planning LLC's ALLY Position: Q2 2026 in Review

Capital & Planning LLC sold out of Ally Financial (ALLY) in Q2 2026, closing a stake of 222 shares — an estimated $8.71K sold.

Capital & Planning LLC first reported a position in ALLY in Q1 2026 and held it in 1 quarter. The position peaked at $8.71K in Q1 2026. 620 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • Capital & Planning LLC reported no remaining Ally Financial position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 222 Ally Financial shares in Q2 2026, an estimated $8.71K.
  • Capital & Planning LLC first reported a position in Ally Financial in Q1 2026 and held it in 1 quarter.
  • Capital & Planning LLC's Ally Financial position peaked at $8.71K in Q1 2026.
  • 620 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.