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Kestra Private Wealth Services’s Ally Financial ALLY Stock Holding History

Kestra Private Wealth Services’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 		$10.8M Sell
234,845
-756
-0.3% -$32.8K 0.12% 187
2026
Q1 		$9.24M Buy
235,601
+9,215
+4% +$379K 0.11% 204
2025
Q4 		$10.3M Buy
226,386
+3,290
+1% +$136K 0.13% 173
2025
Q3 		$8.75M Buy
223,096
+7,903
+4% +$317K 0.11% 205
2025
Q2 		$8.38M Buy
215,193
+35,012
+19% +$1.21M 0.12% 199
2025
Q1 		$6.57M Buy
180,181
+32,248
+22% +$1.19M 0.11% 212
2024
Q4 		$5.33M Buy
147,933
+20,569
+16% +$747K 0.09% 230
2024
Q3 		$4.53M Buy
127,364
+15,373
+14% +$615K 0.08% 243
2024
Q2 		$4.44M Buy
111,991
+9,090
+9% +$355K 0.09% 237
2024
Q1 		$4.18M Buy
102,901
+7,093
+7% +$259K 0.09% 230
2023
Q4 		$3.35M Buy
95,808
+4,388
+5% +$123K 0.09% 246
2023
Q3 		$2.44M Buy
91,420
+13,585
+17% +$379K 0.08% 273
2023
Q2 		$2.1M Buy
77,835
+8,254
+12% +$220K 0.07% 287
2023
Q1 		$1.77M Sell
69,581
-1,327
-2% -$38K 0.07% 292
2022
Q4 		$1.73M Buy
+70,908
New +$1.89M 0.09% 260
2022
Q1 		– Sell
-4,353
Closed -$207K – 978
2021
Q4 		$207K Sell
4,353
-973
-18% -$48.2K 0.01% 890
2021
Q3 		$272K Buy
5,326
+416
+8% +$21.5K 0.02% 746
2021
Q2 		$245K Buy
4,910
+404
+9% +$20.7K 0.01% 741
2021
Q1 		$204K Buy
+4,506
New +$189K 0.01% 733

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's ALLY Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Ally Financial (ALLY) stake by 0.32% in Q2 2026, selling an estimated $32.8K and leaving 234,845 shares worth $10.8M. The position accounts for 0.12% of the portfolio, ranked #187.

Kestra Private Wealth Services first reported a position in ALLY in Q1 2021 and has held it in 19 quarters since. 620 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • Kestra Private Wealth Services held 234,845 shares of Ally Financial worth $10.8M as of Q2 2026.
  • Kestra Private Wealth Services sold 756 Ally Financial shares in Q2 2026, an estimated $32.8K.
  • Ally Financial made up 0.12% of Kestra Private Wealth Services's portfolio in Q2 2026, its #187 holding.
  • Kestra Private Wealth Services first reported a position in Ally Financial in Q1 2021 and has held it in 19 quarters since.
  • 620 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.