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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
Q2 		$3.77K Sell
82
-119
-59% -$5.16K ﹤0.01% 419
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

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 $3.37T AUM 44.26% 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

Copia Wealth Management's ALLY Position: Q2 2026 in Review

Copia Wealth Management reduced its Ally Financial (ALLY) stake by 59% in Q2 2026, selling an estimated $5.16K and leaving 82 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Copia Wealth Management first reported a position in ALLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $36.3K in Q4 2025. 619 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • Copia Wealth Management held 82 shares of Ally Financial worth $3.77K as of Q2 2026.
  • Copia Wealth Management sold 119 Ally Financial shares in Q2 2026, an estimated $5.16K.
  • Ally Financial made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #419 holding.
  • Copia Wealth Management first reported a position in Ally Financial in Q1 2025 and has held it in 6 quarters since.
  • Copia Wealth Management's Ally Financial position peaked at $36.3K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.