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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
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

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

HB Wealth Management's ALLY Position: Q1 2026 in Review

HB Wealth Management increased its Ally Financial (ALLY) stake by 70% in Q1 2026, buying an estimated $186K and bringing the position to 10,971 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

HB Wealth Management first reported a position in ALLY in Q3 2022 and has held it in 9 quarters since. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • HB Wealth Management held 10,971 shares of Ally Financial worth $430K as of Q1 2026.
  • HB Wealth Management bought 4,513 Ally Financial shares in Q1 2026, an estimated $186K.
  • Ally Financial made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1044 holding.
  • HB Wealth Management first reported a position in Ally Financial in Q3 2022 and has held it in 9 quarters since.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.