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Chung Wu Investment Group’s Ally Financial ALLY Stock Holding History

Chung Wu Investment Group’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 		$1M Sell
25,590
-9,250
-27% -$381K 0.86% 28
2025
Q4 		$1.58M Sell
34,840
-4,050
-10% -$167K 1.29% 19
2025
Q3 		$1.52M Buy
38,890
+26,890
+224% +$1.08M 1.27% 19
2025
Q2 		$467K Buy
+12,000
New +$416K 0.49% 45

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

Chung Wu Investment Group's ALLY Position: Q1 2026 in Review

Chung Wu Investment Group reduced its Ally Financial (ALLY) stake by 27% in Q1 2026, selling an estimated $381K and leaving 25,590 shares worth $1M. The position accounts for 0.86% of the portfolio, ranked #28.

Chung Wu Investment Group first reported a position in ALLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.58M in Q4 2025. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Chung Wu Investment Group held 25,590 shares of Ally Financial worth $1M as of Q1 2026.
  • Chung Wu Investment Group sold 9,250 Ally Financial shares in Q1 2026, an estimated $381K.
  • Ally Financial made up 0.86% of Chung Wu Investment Group's portfolio in Q1 2026, its #28 holding.
  • Chung Wu Investment Group first reported a position in Ally Financial in Q2 2025 and has held it in 4 quarters since.
  • Chung Wu Investment Group's Ally Financial position peaked at $1.58M in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.