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Elevation Wealth Partners’s Ally Financial ALLY Stock Holding History

Elevation Wealth Partners’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
Q3 		$37.8K Buy
1,005
+482
+92% +$20.7K 0.01% 467
2026
Q2 		$24K Buy
523
+455
+669% +$19.7K 0.01% 526
2026
Q1 		$2.67K Buy
68
+39
+134% +$1.6K ﹤0.01% 858
2025
Q4 		$1.31K Buy
29
+18
+164% +$742 ﹤0.01% 835
2025
Q3 		$432 Buy
+11
New +$441 ﹤0.01% 823

Other funds holding ALLY

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Elevation Wealth Partners's ALLY Position: Q3 2026 in Review

Elevation Wealth Partners increased its Ally Financial (ALLY) stake by 92% in Q3 2026, buying an estimated $20.7K and bringing the position to 1,005 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #467.

Elevation Wealth Partners first reported a position in ALLY in Q3 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold ALLY as of Q3 2026.

  • Elevation Wealth Partners held 1,005 shares of Ally Financial worth $37.8K as of Q3 2026.
  • Elevation Wealth Partners bought 482 Ally Financial shares in Q3 2026, an estimated $20.7K.
  • Ally Financial made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #467 holding.
  • Elevation Wealth Partners first reported a position in Ally Financial in Q3 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Ally Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.