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Kingswood Wealth Advisors’s Ally Financial ALLY Stock Holding History

Kingswood 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
2025
Q2 		– Sell
-7,321
Closed -$268K – 745
2025
Q1 		$268K Sell
7,321
-7,005
-49% -$258K 0.02% 587
2024
Q4 		$516K Buy
14,326
+6,065
+73% +$220K 0.04% 431
2024
Q3 		$289K Sell
8,261
-2,726
-25% -$109K 0.02% 577
2024
Q2 		$436K Buy
10,987
+49
+0.4% +$1.91K 0.04% 424
2024
Q1 		$444K Sell
10,938
-1,013
-8% -$37K 0.05% 380
2023
Q4 		$417K Buy
+11,951
New +$334K 0.05% 386
2023
Q3 		– Sell
-8,366
Closed -$226K – 419
2023
Q2 		$226K Buy
+8,366
New +$222K 0.07% 233

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingswood Wealth Advisors's ALLY Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of Ally Financial (ALLY) in Q2 2025, closing a stake of 7,321 shares — an estimated $268K sold.

Kingswood Wealth Advisors first reported a position in ALLY in Q2 2023 and held it in 7 quarters. The position peaked at $516K in Q4 2024. 559 funds tracked by Wall St. Rank hold ALLY as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining Ally Financial position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,321 Ally Financial shares in Q2 2025, an estimated $268K.
  • Kingswood Wealth Advisors first reported a position in Ally Financial in Q2 2023 and held it in 7 quarters.
  • Kingswood Wealth Advisors's Ally Financial position peaked at $516K in Q4 2024.
  • 559 funds tracked by Wall St. Rank held Ally Financial as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.