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EP Wealth Advisors’s Ally Financial ALLY Stock Holding History

EP Wealth Advisors’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 		$610K Sell
13,270
-27,586
-68% -$1.2M ﹤0.01% 949
2026
Q1 		$1.6M Buy
40,856
+9,384
+30% +$386K 0.01% 528
2025
Q4 		$1.43M Buy
+31,472
New +$1.3M 0.01% 524
2025
Q2 		$1.06M Sell
27,181
-269
-1% -$9.32K 0.01% 551
2025
Q1 		$1M Buy
27,450
+21,083
+331% +$777K 0.01% 497
2024
Q4 		$229K Buy
6,367
+297
+5% +$10.8K ﹤0.01% 1006
2024
Q3 		$216K Buy
6,070
+207
+4% +$8.28K ﹤0.01% 1005
2024
Q2 		$233K Buy
+5,863
New +$229K ﹤0.01% 723
2022
Q2 		– Sell
-4,656
Closed -$202K – 640
2022
Q1 		$202K Buy
4,656
+354
+8% +$16.7K ﹤0.01% 572
2021
Q4 		$205K Sell
4,302
-718
-14% -$35.5K ﹤0.01% 527
2021
Q3 		$256K Sell
5,020
-305
-6% -$15.8K 0.01% 464
2021
Q2 		$265K Buy
+5,325
New +$273K 0.01% 467

Other funds holding ALLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 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

EP Wealth Advisors's ALLY Position: Q2 2026 in Review

EP Wealth Advisors reduced its Ally Financial (ALLY) stake by 68% in Q2 2026, selling an estimated $1.2M and leaving 13,270 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

EP Wealth Advisors first reported a position in ALLY in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.6M in Q1 2026. 617 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • EP Wealth Advisors held 13,270 shares of Ally Financial worth $610K as of Q2 2026.
  • EP Wealth Advisors sold 27,586 Ally Financial shares in Q2 2026, an estimated $1.2M.
  • Ally Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #949 holding.
  • EP Wealth Advisors first reported a position in Ally Financial in Q2 2021 and has held it in 12 quarters since.
  • EP Wealth Advisors's Ally Financial position peaked at $1.6M in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.