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Integrated Wealth Concepts’s Ally Financial ALLY Stock Holding History

Integrated Wealth Concepts’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 		$2.32M Buy
50,534
+969
+2% +$42K 0.02% 777
2026
Q1 		$1.94M Buy
+49,565
New +$2.04M 0.02% 756
2025
Q4 		– Sell
-37,814
Closed -$1.48M – 1624
2025
Q3 		$1.48M Buy
37,814
+109
+0.3% +$4.37K 0.01% 799
2025
Q2 		$1.47M Sell
37,705
-2,658
-7% -$92.1K 0.01% 741
2025
Q1 		$1.47M Buy
40,363
+300
+0.7% +$11.1K 0.02% 667
2024
Q4 		$1.44M Buy
40,063
+949
+2% +$34.5K 0.02% 668
2024
Q3 		$1.39M Buy
39,114
+63
+0.2% +$2.52K 0.02% 670
2024
Q2 		$1.55M Buy
39,051
+126
+0.3% +$4.92K 0.02% 591
2024
Q1 		$1.58M Sell
38,925
-946
-2% -$34.6K 0.02% 587
2023
Q4 		$1.39M Buy
39,871
+22
+0.1% +$614 0.02% 603
2023
Q3 		$1.06M Sell
39,849
-157
-0.4% -$4.38K 0.02% 668
2023
Q2 		$1.08M Sell
40,006
-11,273
-22% -$300K 0.02% 648
2023
Q1 		$1.31M Buy
51,279
+40,455
+374% +$1.16M 0.03% 525
2022
Q4 		$265K Buy
10,824
+439
+4% +$11.7K 0.01% 852
2022
Q3 		$289K Buy
+10,385
New +$345K 0.01% 747

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

Integrated Wealth Concepts's ALLY Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Ally Financial (ALLY) stake by 2% in Q2 2026, buying an estimated $42K and bringing the position to 50,534 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #777.

Integrated Wealth Concepts first reported a position in ALLY in Q3 2022 and has held it in 15 quarters since. 620 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • Integrated Wealth Concepts held 50,534 shares of Ally Financial worth $2.32M as of Q2 2026.
  • Integrated Wealth Concepts bought 969 Ally Financial shares in Q2 2026, an estimated $42K.
  • Ally Financial made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #777 holding.
  • Integrated Wealth Concepts first reported a position in Ally Financial in Q3 2022 and has held it in 15 quarters since.
  • 620 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.