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Institute for Wealth Management’s Ally Financial ALLY Stock Holding History

Institute for 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 		$56.7K Buy
+1,233
New +$53.5K 0.01% 839
2022
Q3 		– Sell
-25,260
Closed -$846K – 455
2022
Q2 		$846K Buy
25,260
+10,136
+67% +$405K 0.17% 157
2022
Q1 		$658K Buy
+15,124
New +$714K 0.11% 235

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

Institute for Wealth Management's ALLY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Ally Financial (ALLY) in Q2 2026: 1,233 shares worth $56.7K. The stake represents 0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ALLY as recently as Q2 2022.

Institute for Wealth Management first reported a position in ALLY in Q1 2022 and has held it in 3 quarters since. The position peaked at $846K in Q2 2022. 617 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • Institute for Wealth Management held 1,233 shares of Ally Financial worth $56.7K as of Q2 2026.
  • Ally Financial was a new Institute for Wealth Management position in Q2 2026.
  • Ally Financial made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #839 holding.
  • Institute for Wealth Management first reported a position in Ally Financial in Q1 2022 and has held it in 3 quarters since.
  • Institute for Wealth Management's Ally Financial position peaked at $846K in Q2 2022.
  • 617 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.