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Copia Wealth Management’s Ally Financial ALLY Stock Holding History

Copia Wealth Management’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 		$7.88K Sell
201
-601
-75% -$24.7K 0.01% 341
2025
Q4 		$36.3K Sell
802
-9
-1% -$371 0.03% 226
2025
Q3 		$31.8K Buy
811
+64
+9% +$2.56K 0.02% 225
2025
Q2 		$29.1K Buy
747
+12
+2% +$416 0.02% 206
2025
Q1 		$26.8K Buy
+735
New +$27.1K 0.02% 201

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

Copia Wealth Management's ALLY Position: Q1 2026 in Review

Copia Wealth Management reduced its Ally Financial (ALLY) stake by 75% in Q1 2026, selling an estimated $24.7K and leaving 201 shares worth $7.88K. The position accounts for 0.01% of the portfolio, ranked #341.

Copia Wealth Management first reported a position in ALLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $36.3K in Q4 2025. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Copia Wealth Management held 201 shares of Ally Financial worth $7.88K as of Q1 2026.
  • Copia Wealth Management sold 601 Ally Financial shares in Q1 2026, an estimated $24.7K.
  • Ally Financial made up 0.01% of Copia Wealth Management's portfolio in Q1 2026, its #341 holding.
  • Copia Wealth Management first reported a position in Ally Financial in Q1 2025 and has held it in 5 quarters since.
  • Copia Wealth Management's Ally Financial position peaked at $36.3K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.