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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
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

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

Integrated Wealth Concepts's ALLY Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Ally Financial (ALLY) in Q1 2026: 49,565 shares worth $1.94M. The stake represents 0.02% of the portfolio and ranks #756 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in ALLY as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in ALLY in Q3 2022 and has held it in 14 quarters since. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Integrated Wealth Concepts held 49,565 shares of Ally Financial worth $1.94M as of Q1 2026.
  • Ally Financial was a new Integrated Wealth Concepts position in Q1 2026.
  • Ally Financial made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #756 holding.
  • Integrated Wealth Concepts first reported a position in Ally Financial in Q3 2022 and has held it in 14 quarters since.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.