JFS Wealth Advisors
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JFS Wealth Advisors’s Ally Financial ALLY Stock Holding History

JFS Wealth Advisors’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
Q3 		$391K Hold
10,394
– – 0.02% 254
2026
Q2 		$478K Sell
10,394
-885
-8% -$38.4K 0.02% 232
2026
Q1 		$442K Buy
11,279
+10
+0.1% +$412 0.02% 241
2025
Q4 		$510K Buy
11,269
+102
+0.9% +$4.2K 0.03% 226
2025
Q3 		$438K Sell
11,167
-4,000
-26% -$160K 0.03% 239
2025
Q2 		$591K Sell
15,167
-4,348
-22% -$151K 0.04% 195
2025
Q1 		$712K Sell
19,515
-449
-2% -$16.5K 0.05% 170
2024
Q4 		$719K Sell
19,964
-1,850
-8% -$67.2K 0.05% 164
2024
Q3 		$776K Sell
21,814
-4,116
-16% -$165K 0.05% 167
2024
Q2 		$1.03M Sell
25,930
-850
-3% -$33.2K 0.08% 110
2024
Q1 		$1.09M Hold
26,780
– – 0.09% 110
2023
Q4 		$935K Sell
26,780
-84
-0.3% -$2.35K 0.08% 110
2023
Q3 		$717K Buy
26,864
+725
+3% +$20.2K 0.07% 126
2023
Q2 		$706K Sell
26,139
-3,233
-11% -$86K 0.06% 132
2023
Q1 		$749K Buy
29,372
+133
+0.5% +$3.81K 0.07% 125
2022
Q4 		$715K Buy
29,239
+1,622
+6% +$43.1K 0.07% 127
2022
Q3 		$769K Sell
27,617
-2,089
-7% -$69.4K 0.08% 118
2022
Q2 		$995K Buy
29,706
+6,182
+26% +$247K 0.11% 103
2022
Q1 		$1.02M Buy
23,524
+32
+0.1% +$1.51K 0.1% 115
2021
Q4 		$1.12M Sell
23,492
-782
-3% -$38.7K 0.11% 113
2021
Q3 		$1.24M Buy
24,274
+930
+4% +$48.1K 0.13% 103
2021
Q2 		$1.16M Hold
23,344
– – 0.17% 81
2021
Q1 		$1.06M Buy
23,344
+12,237
+110% +$512K 0.22% 74
2020
Q4 		$396K Hold
11,107
– – 0.08% 108
2020
Q3 		$278K Hold
11,107
– – 0.07% 117
2020
Q2 		$220K Hold
11,107
– – 0.06% 129
2020
Q1 		$160K Hold
11,107
– – 0.05% 142
2019
Q4 		$339K Hold
11,107
– – 0.08% 115
2019
Q3 		$368K Hold
11,107
– – 0.09% 108
2019
Q2 		$344K Buy
+11,107
New +$328K 0.09% 110
2016
Q2 		– Sell
-65
Closed -$1K – 502
2016
Q1 		$1K Buy
+65
New +$1.12K ﹤0.01% 550

Other funds holding ALLY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Oldfield Partners
Oldfield Partners London, United Kingdom $428M AUM 32.33% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

JFS Wealth Advisors's ALLY Position: Q3 2026 in Review

JFS Wealth Advisors held its Ally Financial (ALLY) position steady in Q3 2026 at 10,394 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #254.

JFS Wealth Advisors first reported a position in ALLY in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.24M in Q3 2021. 317 funds tracked by Wall St. Rank hold ALLY as of Q3 2026.

  • JFS Wealth Advisors held 10,394 shares of Ally Financial worth $391K as of Q3 2026.
  • JFS Wealth Advisors left its Ally Financial share count unchanged in Q3 2026.
  • Ally Financial made up 0.02% of JFS Wealth Advisors's portfolio in Q3 2026, its #254 holding.
  • JFS Wealth Advisors first reported a position in Ally Financial in Q1 2016 and has held it in 31 quarters since.
  • JFS Wealth Advisors's Ally Financial position peaked at $1.24M in Q3 2021.
  • 317 funds tracked by Wall St. Rank held Ally Financial as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.