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Dogwood Wealth Management’s Ally Financial ALLY Stock Holding History

Dogwood 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
Q1 		– Sell
-7
Closed -$317 – 865
2025
Q4 		$317 Hold
7
– – ﹤0.01% 679
2025
Q3 		$274 Buy
+7
New +$281 ﹤0.01% 682
2024
Q3 		– Hold
0
– – – 533
2024
Q2 		– Hold
0
– – – 561
2024
Q1 		– Hold
0
– – – 566
2023
Q4 		– Hold
0
– – – 523

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's ALLY Position: Q1 2026 in Review

Dogwood Wealth Management sold out of Ally Financial (ALLY) in Q1 2026, closing a stake of 7 shares — an estimated $317 sold.

Dogwood Wealth Management first reported a position in ALLY in Q3 2025 and held it in 2 quarters. The position peaked at $317 in Q4 2025. 586 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Dogwood Wealth Management reported no remaining Ally Financial position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 7 Ally Financial shares in Q1 2026, an estimated $317.
  • Dogwood Wealth Management first reported a position in Ally Financial in Q3 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Ally Financial position peaked at $317 in Q4 2025.
  • 586 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.