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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
Q1 		$8.71K Buy
+222
New +$9.14K 0.01% 102

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital & Planning LLC's ALLY Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Ally Financial (ALLY) in Q1 2026: 222 shares worth $8.71K. The stake represents 0.01% of the portfolio and ranks #102 among its holdings.

579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Capital & Planning LLC held 222 shares of Ally Financial worth $8.71K as of Q1 2026.
  • Ally Financial was a new Capital & Planning LLC position in Q1 2026.
  • Ally Financial made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #102 holding.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.