Creative Planning
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Creative Planning’s Ally Financial ALLY Stock Holding History

Creative Planning’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
2017
Q1 		– Sell
-5,000
Closed -$5K – 4624
2016
Q4 		$5K Buy
+5,000
New +$96.2K ﹤0.01% 3926

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

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.