KPWS
ALLY icon

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
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

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

Kestra Private Wealth Services's ALLY Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Ally Financial (ALLY) stake by 4.1% in Q1 2026, buying an estimated $379K and bringing the position to 235,601 shares worth $9.24M. The position accounts for 0.11% of the portfolio, ranked #204.

Kestra Private Wealth Services first reported a position in ALLY in Q1 2021 and has held it in 18 quarters since. The position peaked at $10.3M in Q4 2025. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Kestra Private Wealth Services held 235,601 shares of Ally Financial worth $9.24M as of Q1 2026.
  • Kestra Private Wealth Services bought 9,215 Ally Financial shares in Q1 2026, an estimated $379K.
  • Ally Financial made up 0.11% of Kestra Private Wealth Services's portfolio in Q1 2026, its #204 holding.
  • Kestra Private Wealth Services first reported a position in Ally Financial in Q1 2021 and has held it in 18 quarters since.
  • Kestra Private Wealth Services's Ally Financial position peaked at $10.3M in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.