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HB Wealth Management’s Ally Financial ALLY Stock Holding History

HB Wealth 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 		$615K Buy
13,387
+2,416
+22% +$105K ﹤0.01% 997
2026
Q1 		$430K Buy
10,971
+4,513
+70% +$186K ﹤0.01% 1044
2025
Q4 		$292K Buy
6,458
+189
+3% +$7.79K ﹤0.01% 1150
2025
Q3 		$246K Buy
6,269
+192
+3% +$7.7K ﹤0.01% 1175
2025
Q2 		$237K Sell
6,077
-891
-13% -$30.9K ﹤0.01% 1039
2025
Q1 		$254K Buy
6,968
+657
+10% +$24.2K ﹤0.01% 1035
2024
Q4 		$227K Buy
+6,311
New +$229K ﹤0.01% 927
2024
Q2 		– Sell
-5,597
Closed -$227K – 936
2024
Q1 		$227K Buy
+5,597
New +$204K ﹤0.01% 757
2023
Q3 		– Sell
-9,019
Closed -$244K – 761
2023
Q2 		$244K Buy
+9,019
New +$240K ﹤0.01% 610
2022
Q4 		– Sell
-8,400
Closed -$234K – 692
2022
Q3 		$234K Buy
+8,400
New +$279K 0.01% 501

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 $3.38T AUM 44.17% 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

HB Wealth Management's ALLY Position: Q2 2026 in Review

HB Wealth Management increased its Ally Financial (ALLY) stake by 22% in Q2 2026, buying an estimated $105K and bringing the position to 13,387 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

HB Wealth Management first reported a position in ALLY in Q3 2022 and has held it in 10 quarters since. 620 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • HB Wealth Management held 13,387 shares of Ally Financial worth $615K as of Q2 2026.
  • HB Wealth Management bought 2,416 Ally Financial shares in Q2 2026, an estimated $105K.
  • Ally Financial made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #997 holding.
  • HB Wealth Management first reported a position in Ally Financial in Q3 2022 and has held it in 10 quarters since.
  • 620 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.