FFM
ALLY icon

Forum Financial Management’s Ally Financial ALLY Stock Holding History

Forum Financial 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
Q1 		– Sell
-9,348
Closed -$423K – 363
2025
Q4 		$423K Sell
9,348
-6
-0.1% -$247 0.01% 563
2025
Q3 		$367K Sell
9,354
-185
-2% -$7.42K 0.01% 624
2025
Q2 		$372K Buy
9,539
+698
+8% +$24.2K 0.01% 541
2025
Q1 		$322K Buy
8,841
+14
+0.2% +$516 0.01% 559
2024
Q4 		$318K Buy
+8,827
New +$321K 0.01% 580
2024
Q3 		– Sell
-5,609
Closed -$223K – 768
2024
Q2 		$223K Buy
5,609
+13
+0.2% +$507 ﹤0.01% 621
2024
Q1 		$227K Buy
+5,596
New +$204K ﹤0.01% 644
2022
Q4 		– Sell
-7,497
Closed -$209K – 596
2022
Q3 		$209K Buy
+7,497
New +$249K 0.01% 481
2022
Q2 		– Sell
-8,688
Closed -$377K – 580
2022
Q1 		$377K Hold
8,688
– – 0.02% 304
2021
Q4 		$414K Buy
+8,688
New +$430K 0.02% 293

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

Forum Financial Management's ALLY Position: Q1 2026 in Review

Forum Financial Management sold out of Ally Financial (ALLY) in Q1 2026, closing a stake of 9,348 shares — an estimated $423K sold.

Forum Financial Management first reported a position in ALLY in Q4 2021 and held it in 10 quarters. The position peaked at $423K in Q4 2025. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Forum Financial Management reported no remaining Ally Financial position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 9,348 Ally Financial shares in Q1 2026, an estimated $423K.
  • Forum Financial Management first reported a position in Ally Financial in Q4 2021 and held it in 10 quarters.
  • Forum Financial Management's Ally Financial position peaked at $423K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.