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Diversified Trust’s Ally Financial ALLY Stock Holding History

Diversified Trust’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 		$1.46M Sell
31,667
-8,165
-20% -$354K 0.02% 368
2026
Q1 		$1.56M Sell
39,832
-40,104
-50% -$1.65M 0.03% 327
2025
Q4 		$3.62M Buy
79,936
+5,454
+7% +$225K 0.07% 152
2025
Q3 		$2.92M Buy
74,482
+51,331
+222% +$2.06M 0.06% 183
2025
Q2 		$902K Buy
+23,151
New +$802K 0.02% 414
2025
Q1 		– Sell
-8,747
Closed -$315K – 932
2024
Q4 		$315K Buy
8,747
+218
+3% +$7.92K 0.01% 732
2024
Q3 		$304K Buy
+8,529
New +$341K 0.01% 722
2023
Q4 		– Sell
-14,192
Closed -$379K – 878
2023
Q3 		$379K Buy
14,192
+3,623
+34% +$101K 0.01% 549
2023
Q2 		$285K Sell
10,569
-429
-4% -$11.4K 0.01% 651
2023
Q1 		$280K Sell
10,998
-7,106
-39% -$204K 0.01% 647
2022
Q4 		$443K Sell
18,104
-4,228
-19% -$112K 0.02% 461
2022
Q3 		$621K Buy
22,332
+2,707
+14% +$89.9K 0.03% 317
2022
Q2 		$658K Buy
19,625
+682
+4% +$27.2K 0.03% 320
2022
Q1 		$824K Buy
18,943
+8,307
+78% +$392K 0.03% 301
2021
Q4 		$506K Sell
10,636
-3,247
-23% -$161K 0.02% 457
2021
Q3 		$709K Buy
13,883
+1,312
+10% +$67.9K 0.03% 301
2021
Q2 		$627K Buy
12,571
+4,877
+63% +$250K 0.02% 327
2021
Q1 		$348K Buy
7,694
+338
+5% +$14.1K 0.01% 493
2020
Q4 		$262K Buy
+7,356
New +$223K 0.01% 564
2016
Q1 		– Sell
-22,489
Closed -$419K – 386
2015
Q4 		$419K Sell
22,489
-7,171
-24% -$142K 0.04% 278
2015
Q3 		$604K Hold
29,660
– – 0.06% 238
2015
Q2 		$665K Hold
29,660
– – 0.06% 256
2015
Q1 		$622K Sell
29,660
-7,885
-21% -$166K 0.05% 283
2014
Q4 		$887K Buy
+37,545
New +$849K 0.08% 245
2014
Q2 		$843K Buy
+35,265
New +$856K 0.07% 281

Other funds holding ALLY

OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust's ALLY Position: Q2 2026 in Review

Diversified Trust reduced its Ally Financial (ALLY) stake by 20% in Q2 2026, selling an estimated $354K and leaving 31,667 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #368.

Diversified Trust first reported a position in ALLY in Q2 2014 and has held it in 25 quarters since. The position peaked at $3.62M in Q4 2025. 80 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • Diversified Trust held 31,667 shares of Ally Financial worth $1.46M as of Q2 2026.
  • Diversified Trust sold 8,165 Ally Financial shares in Q2 2026, an estimated $354K.
  • Ally Financial made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #368 holding.
  • Diversified Trust first reported a position in Ally Financial in Q2 2014 and has held it in 25 quarters since.
  • Diversified Trust's Ally Financial position peaked at $3.62M in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.