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Evergreen Capital Management’s Ally Financial ALLY Stock Holding History

Evergreen Capital 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
Q2 		$290K Sell
6,319
-270
-4% -$11.7K 0.01% 1238
2026
Q1 		$258K Sell
6,589
-39,350
-86% -$1.62M 0.01% 1225
2025
Q4 		$2.08M Buy
45,939
+40,730
+782% +$1.68M 0.05% 301
2025
Q3 		$204K Hold
5,209
– – ﹤0.01% 1221
2025
Q2 		$203K Buy
+5,209
New +$180K 0.01% 1038

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

Evergreen Capital Management's ALLY Position: Q2 2026 in Review

Evergreen Capital Management reduced its Ally Financial (ALLY) stake by 4.1% in Q2 2026, selling an estimated $11.7K and leaving 6,319 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #1238.

Evergreen Capital Management first reported a position in ALLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.08M in Q4 2025. 617 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • Evergreen Capital Management held 6,319 shares of Ally Financial worth $290K as of Q2 2026.
  • Evergreen Capital Management sold 270 Ally Financial shares in Q2 2026, an estimated $11.7K.
  • Ally Financial made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1238 holding.
  • Evergreen Capital Management first reported a position in Ally Financial in Q2 2025 and has held it in 5 quarters since.
  • Evergreen Capital Management's Ally Financial position peaked at $2.08M in Q4 2025.
  • 617 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.