Lee Financial
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Lee Financial’s Ally Financial ALLY Stock Holding History

Lee Financial’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 		$1.02M Sell
27,212
-76
-0.3% -$3.27K 0.13% 79
2026
Q2 		$1.25M Sell
27,288
-95
-0.3% -$4.12K 0.16% 66
2026
Q1 		$1.07M Sell
27,383
-110
-0.4% -$4.53K 0.15% 69
2025
Q4 		$1.25M Sell
27,493
-4,086
-13% -$168K 0.17% 63
2025
Q3 		$1.24M Buy
31,579
+7,352
+30% +$295K 0.16% 74
2025
Q2 		$944K Buy
24,227
+2,296
+10% +$79.6K 0.14% 80
2025
Q1 		$800K Sell
21,931
-3,438
-14% -$127K 0.12% 80
2024
Q4 		$914K Sell
25,369
-395
-2% -$14.3K 0.13% 87
2024
Q3 		$917K Buy
25,764
+6,833
+36% +$273K 0.13% 88
2024
Q2 		$751K Buy
+18,931
New +$739K 0.12% 84
2023
Q1 		– Sell
-738
Closed -$18K – 800
2022
Q4 		$18K Buy
+738
New +$19.6K ﹤0.01% 358
2022
Q3 		– Sell
-98
Closed -$3K – 815
2022
Q2 		$3K Buy
98
+76
+345% +$3.04K ﹤0.01% 609
2022
Q1 		$1K Sell
22
-81
-79% -$3.82K ﹤0.01% 707
2021
Q4 		$5K Sell
103
-48
-32% -$2.38K ﹤0.01% 585
2021
Q3 		$8K Hold
151
– – ﹤0.01% 444
2021
Q2 		$8K Buy
+151
New +$7.75K ﹤0.01% 430

Other funds holding ALLY

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $173M AUM 37.78% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lee Financial's ALLY Position: Q3 2026 in Review

Lee Financial reduced its Ally Financial (ALLY) stake by 0.28% in Q3 2026, selling an estimated $3.27K and leaving 27,212 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #79.

Lee Financial first reported a position in ALLY in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.25M in Q2 2026. 166 funds tracked by Wall St. Rank hold ALLY as of Q3 2026.

  • Lee Financial held 27,212 shares of Ally Financial worth $1.02M as of Q3 2026.
  • Lee Financial sold 76 Ally Financial shares in Q3 2026, an estimated $3.27K.
  • Ally Financial made up 0.13% of Lee Financial's portfolio in Q3 2026, its #79 holding.
  • Lee Financial first reported a position in Ally Financial in Q2 2021 and has held it in 16 quarters since.
  • Lee Financial's Ally Financial position peaked at $1.25M in Q2 2026.
  • 166 funds tracked by Wall St. Rank held Ally Financial as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.