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EverSource Wealth Advisors’s Ally Financial ALLY Stock Holding History

EverSource 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 		$127K Buy
3,243
+1,787
+123% +$73.6K ﹤0.01% 1286
2025
Q4 		$65.9K Buy
1,456
+144
+11% +$5.93K ﹤0.01% 1560
2025
Q3 		$51.4K Sell
1,312
-165
-11% -$6.61K ﹤0.01% 1686
2025
Q2 		$57.5K Buy
1,477
+1,166
+375% +$40.4K ﹤0.01% 1530
2025
Q1 		$11.3K Buy
311
+120
+63% +$4.42K ﹤0.01% 2045
2024
Q4 		$6.88K Buy
191
+16
+9% +$581 ﹤0.01% 2191
2024
Q3 		$6.23K Sell
175
-81
-32% -$3.24K ﹤0.01% 2128
2024
Q2 		$11.5K Buy
256
+28
+12% +$1.09K ﹤0.01% 1777
2024
Q1 		$8.74K Buy
228
+86
+61% +$3.14K ﹤0.01% 1760
2023
Q4 		$4.96K Sell
142
-244
-63% -$6.82K ﹤0.01% 1864
2023
Q3 		$10.3K Sell
386
-2,670
-87% -$74.6K ﹤0.01% 1411
2023
Q2 		$82.5K Buy
3,056
+721
+31% +$19.2K 0.01% 649
2023
Q1 		$59.5K Sell
2,335
-280
-11% -$8.03K 0.01% 726
2022
Q4 		$63.9K Buy
2,615
+2,383
+1,027% +$63.4K 0.01% 647
2022
Q3 		$6K Buy
232
+217
+1,447% +$7.21K ﹤0.01% 1272
2022
Q2 		$1K Sell
15
-280
-95% -$11.2K ﹤0.01% 1615
2022
Q1 		$13K Sell
295
-1,503
-84% -$71K ﹤0.01% 866
2021
Q4 		$86K Buy
+1,798
New +$89K 0.02% 323

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Ally Financial (ALLY) stake by 123% in Q1 2026, buying an estimated $73.6K and bringing the position to 3,243 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

EverSource Wealth Advisors first reported a position in ALLY in Q4 2021 and has held it in 18 quarters since. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • EverSource Wealth Advisors held 3,243 shares of Ally Financial worth $127K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,787 Ally Financial shares in Q1 2026, an estimated $73.6K.
  • Ally Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1286 holding.
  • EverSource Wealth Advisors first reported a position in Ally Financial in Q4 2021 and has held it in 18 quarters since.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

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