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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Creative Planning's ALLY Position: Q2 2026 in Review

Creative Planning increased its Ally Financial (ALLY) stake by 17% in Q2 2026, buying an estimated $755K and bringing the position to 118,247 shares worth $5.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Creative Planning first reported a position in ALLY in Q2 2014 and has held it in 43 quarters since. 617 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

Creative Planning held 118,247 shares of Ally Financial worth $5.43M as of Q2 2026.
Creative Planning bought 17,410 Ally Financial shares in Q2 2026, an estimated $755K.
Ally Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1343 holding.
Creative Planning first reported a position in Ally Financial in Q2 2014 and has held it in 43 quarters since.
617 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.