Creative Planning’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 | $3.96M | Sell |
100,837
-1,451
| -1% | -$59.7K | ﹤0.01% | 1368 |
|
|
2025
Q4 | $4.63M | Buy |
102,288
+46,602
| +84% | +$1.92M | ﹤0.01% | 1063 |
|
|
2025
Q3 | $2.18M | Buy |
55,686
+6,195
| +13% | +$248K | ﹤0.01% | 1478 |
|
|
2025
Q2 | $1.93M | Sell |
49,491
-64
| -0.1% | -$2.22K | ﹤0.01% | 1344 |
|
|
2025
Q1 | $1.81M | Sell |
49,555
-503
| -1% | -$18.5K | ﹤0.01% | 1249 |
|
|
2024
Q4 | $1.8M | Buy |
50,058
+953
| +2% | +$34.6K | ﹤0.01% | 1197 |
|
|
2024
Q3 | $1.75M | Sell |
49,105
-321
| -0.6% | -$12.8K | ﹤0.01% | 1149 |
|
|
2024
Q2 | $1.96M | Sell |
49,426
-12,280
| -20% | -$479K | ﹤0.01% | 993 |
|
|
2024
Q1 | $2.5M | Buy |
61,706
+14,589
| +31% | +$533K | ﹤0.01% | 878 |
|
|
2023
Q4 | $1.65M | Sell |
47,117
-13,333
| -22% | -$372K | ﹤0.01% | 993 |
|
|
2023
Q3 | $1.61M | Buy |
60,450
+13,487
| +29% | +$377K | ﹤0.01% | 950 |
|
|
2023
Q2 | $1.27M | Buy |
46,963
+27,141
| +137% | +$722K | ﹤0.01% | 1007 |
|
|
2023
Q1 | $505K | Sell |
19,822
-10,475
| -35% | -$300K | ﹤0.01% | 1457 |
|
|
2022
Q4 | $741K | Buy |
30,297
+14,678
| +94% | +$390K | ﹤0.01% | 1192 |
|
|
2022
Q3 | $435K | Buy |
15,619
+5,796
| +59% | +$192K | ﹤0.01% | 1419 |
|
|
2022
Q2 | $329K | Buy |
9,823
+4,435
| +82% | +$177K | ﹤0.01% | 1548 |
|
|
2022
Q1 | $234K | Sell |
5,388
-1,375
| -20% | -$64.9K | ﹤0.01% | 1794 |
|
|
2021
Q4 | $322K | Buy |
6,763
+265
| +4% | +$13.1K | ﹤0.01% | 1574 |
|
|
2021
Q3 | $332K | Sell |
6,498
-1,942
| -23% | -$100K | ﹤0.01% | 1529 |
|
|
2021
Q2 | $421K | Sell |
8,440
-942
| -10% | -$48.3K | ﹤0.01% | 1374 |
|
|
2021
Q1 | $424K | Buy |
9,382
+127
| +1% | +$5.32K | ﹤0.01% | 1547 |
|
|
2020
Q4 | $330K | Sell |
9,255
-1,104
| -11% | -$33.4K | ﹤0.01% | 1557 |
|
|
2020
Q3 | $260K | Buy |
+10,359
| New | +$232K | ﹤0.01% | 1514 |
|
|
2020
Q1 | – | Sell |
-6,927
| Closed | -$212K | – | 1868 |
|
|
2019
Q4 | $212K | Buy |
6,927
+11
| +0.2% | +$343 | ﹤0.01% | 1602 |
|
|
2019
Q3 | $229K | Buy |
6,916
+35
| +0.5% | +$1.13K | ﹤0.01% | 1520 |
|
|
2019
Q2 | $213K | Buy |
+6,881
| New | +$203K | ﹤0.01% | 1581 |
|
|
2018
Q4 | – | Sell |
-9,396
| Closed | -$249K | – | 1949 |
|
|
2018
Q3 | $249K | Buy |
9,396
+344
| +4% | +$9.34K | ﹤0.01% | 1531 |
|
|
2018
Q2 | $238K | Buy |
9,052
+294
| +3% | +$7.85K | ﹤0.01% | 1517 |
|
|
2018
Q1 | $238K | Buy |
8,758
+292
| +3% | +$8.38K | ﹤0.01% | 1490 |
|
|
2017
Q4 | $247K | Buy |
+8,466
| New | +$225K | ﹤0.01% | 1467 |
|
|
2017
Q3 | – | Sell |
-6,310
| Closed | -$132K | – | 1942 |
|
|
2017
Q2 | $132K | Buy |
6,310
+11
| +0.2% | +$216 | ﹤0.01% | 1781 |
|
|
2017
Q1 | $128K | Buy |
6,299
+3,509
| +126% | +$74.5K | ﹤0.01% | 1788 |
|
|
2016
Q4 | $53K | Buy |
2,790
+6
| +0.2% | +$115 | ﹤0.01% | 2345 |
|
|
2016
Q3 | $54K | Sell |
2,784
-1,893
| -40% | -$35.2K | ﹤0.01% | 2297 |
|
|
2016
Q2 | $80K | Buy |
4,677
+2,100
| +81% | +$36.3K | ﹤0.01% | 1811 |
|
|
2016
Q1 | $48K | Sell |
2,577
-275
| -10% | -$4.74K | ﹤0.01% | 2131 |
|
|
2015
Q4 | $53K | Buy |
2,852
+500
| +21% | +$9.9K | ﹤0.01% | 2066 |
|
|
2015
Q3 | $48K | Buy |
+2,352
| New | +$51.1K | ﹤0.01% | 2064 |
|
|
2015
Q2 | – | Sell |
-3,543
| Closed | -$74K | – | 1161 |
|
|
2015
Q1 | $74K | Buy |
3,543
+1,191
| +51% | +$25.1K | ﹤0.01% | 1744 |
|
|
2014
Q4 | $56K | Sell |
2,352
-1,841
| -44% | -$41.6K | ﹤0.01% | 1928 |
|
|
2014
Q3 | $97K | Buy |
4,193
+141
| +3% | +$3.37K | ﹤0.01% | 1497 |
|
|
2014
Q2 | $97K | Buy |
+4,052
| New | +$98.4K | ﹤0.01% | 1446 |
|
Other funds holding ALLY
VPM
VCM
SC
Creative Planning's ALLY Position: Q1 2026 in Review
Creative Planning reduced its Ally Financial (ALLY) stake by 1.4% in Q1 2026, selling an estimated $59.7K and leaving 100,837 shares worth $3.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1368.
Creative Planning first reported a position in ALLY in Q2 2014 and has held it in 42 quarters since. The position peaked at $4.63M in Q4 2025. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.
- Creative Planning held 100,837 shares of Ally Financial worth $3.96M as of Q1 2026.
- Creative Planning sold 1,451 Ally Financial shares in Q1 2026, an estimated $59.7K.
- Ally Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1368 holding.
- Creative Planning first reported a position in Ally Financial in Q2 2014 and has held it in 42 quarters since.
- Creative Planning's Ally Financial position peaked at $4.63M in Q4 2025.
- 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.