Carson Wealth (CWM LLC)’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.47M | Buy |
62,935
+47,727
| +314% | +$1.96M | 0.01% | 1112 |
|
|
2025
Q4 | $689K | Buy |
15,208
+7,695
| +102% | +$317K | ﹤0.01% | 1720 |
|
|
2025
Q3 | $295K | Buy |
7,513
+1,143
| +18% | +$45.8K | ﹤0.01% | 2150 |
|
|
2025
Q2 | $248K | Sell |
6,370
-10,560
| -62% | -$366K | ﹤0.01% | 1990 |
|
|
2025
Q1 | $617K | Buy |
16,930
+11,209
| +196% | +$413K | ﹤0.01% | 1378 |
|
|
2024
Q4 | $206K | Sell |
5,721
-547
| -9% | -$19.9K | ﹤0.01% | 1804 |
|
|
2024
Q3 | $223K | Sell |
6,268
-2,127
| -25% | -$85.1K | ﹤0.01% | 1700 |
|
|
2024
Q2 | $333K | Buy |
8,395
+782
| +10% | +$30.5K | ﹤0.01% | 1351 |
|
|
2024
Q1 | $309K | Sell |
7,613
-6,171
| -45% | -$225K | ﹤0.01% | 1315 |
|
|
2023
Q4 | $481K | Sell |
13,784
-6,089
| -31% | -$170K | ﹤0.01% | 1074 |
|
|
2023
Q3 | $530K | Sell |
19,873
-5,834
| -23% | -$163K | ﹤0.01% | 960 |
|
|
2023
Q2 | $694K | Sell |
25,707
-6,263
| -20% | -$167K | ﹤0.01% | 835 |
|
|
2023
Q1 | $815K | Buy |
31,970
+26,920
| +533% | +$772K | 0.01% | 716 |
|
|
2022
Q4 | $123K | Sell |
5,050
-67
| -1% | -$1.78K | ﹤0.01% | 1288 |
|
|
2022
Q3 | $142K | Buy |
5,117
+1,684
| +49% | +$55.9K | ﹤0.01% | 1182 |
|
|
2022
Q2 | $115K | Sell |
3,433
-9
| -0.3% | -$359 | ﹤0.01% | 1259 |
|
|
2022
Q1 | $150K | Buy |
3,442
+618
| +22% | +$29.2K | ﹤0.01% | 1165 |
|
|
2021
Q4 | $134K | Buy |
+2,824
| New | +$140K | ﹤0.01% | 1188 |
|
|
2021
Q2 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1037 |
|
|
2021
Q1 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q4 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q3 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q2 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q1 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1037 |
|
|
2019
Q4 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1037 |
|
|
2019
Q3 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1037 |
|
|
2019
Q2 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1037 |
|
|
2019
Q1 | $133K | Buy |
2,676
+2,651
| +10,604% | +$69.2K | ﹤0.01% | 1037 |
|
|
2018
Q4 | $1K | Sell |
25
-475
| -95% | -$11.9K | ﹤0.01% | 1828 |
|
|
2018
Q3 | $13K | Buy |
+500
| New | +$13.6K | ﹤0.01% | 1070 |
|
|
2018
Q1 | – | Sell |
-840
| Closed | -$24K | – | 1393 |
|
|
2017
Q4 | $24K | Hold |
840
| – | – | ﹤0.01% | 664 |
|
|
2017
Q3 | $20K | Sell |
840
-1
| -0.1% | -$22 | ﹤0.01% | 702 |
|
|
2017
Q2 | $18K | Buy |
841
+1
| +0.1% | +$20 | ﹤0.01% | 644 |
|
|
2017
Q1 | $17K | Hold |
840
| – | – | ﹤0.01% | 624 |
|
|
2016
Q4 | $16K | Sell |
840
-50
| -6% | -$962 | ﹤0.01% | 625 |
|
|
2016
Q3 | $17K | Buy |
+890
| New | +$16.5K | ﹤0.01% | 568 |
|
Other funds holding ALLY
VPM
VCM
SC
Carson Wealth (CWM LLC)'s ALLY Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Ally Financial (ALLY) stake by 314% in Q1 2026, buying an estimated $1.96M and bringing the position to 62,935 shares worth $2.47M. The position accounts for 0.01% of the portfolio, ranked #1112.
Carson Wealth (CWM LLC) first reported a position in ALLY in Q3 2016 and has held it in 36 quarters since. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.
- Carson Wealth (CWM LLC) held 62,935 shares of Ally Financial worth $2.47M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 47,727 Ally Financial shares in Q1 2026, an estimated $1.96M.
- Ally Financial made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1112 holding.
- Carson Wealth (CWM LLC) first reported a position in Ally Financial in Q3 2016 and has held it in 36 quarters since.
- 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.