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 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EP Wealth Advisors's ALLY Position: Q1 2026 in Review

EP Wealth Advisors increased its Ally Financial (ALLY) stake by 30% in Q1 2026, buying an estimated $386K and bringing the position to 40,856 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #528.

EP Wealth Advisors first reported a position in ALLY in Q2 2021 and has held it in 11 quarters since. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

EP Wealth Advisors held 40,856 shares of Ally Financial worth $1.6M as of Q1 2026.
EP Wealth Advisors bought 9,384 Ally Financial shares in Q1 2026, an estimated $386K.
Ally Financial made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #528 holding.
EP Wealth Advisors first reported a position in Ally Financial in Q2 2021 and has held it in 11 quarters since.
579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.