Legacy Financial Advisors’s Ally Financial ALLY Stock Holding History

Legacy Financial 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 Q1	$1.04M	Buy	26,433 +2,860	+12%	+$118K	0.15%	123
2025 Q4	$1.07M	Buy	23,573 +2,944	+14%	+$121K	0.15%	122
2025 Q3	$809K	Buy	20,629 +1,809	+10%	+$72.5K	0.11%	172
2025 Q2	$733K	Buy	+18,820	New	+$652K	0.11%	155
2019 Q2	–	Sell	-1,729	Closed	-$48K	–	154
2019 Q1	$48K	Sell	1,729 -52	-3%	-$1.36K	0.02%	283
2018 Q4	$40K	Sell	1,781 -4,371	-71%	-$109K	0.02%	277
2018 Q3	$162K	Buy	6,152 +2,261	+58%	+$61.4K	0.06%	117
2018 Q2	$106K	Sell	3,891 -1,083	-22%	-$28.9K	0.04%	163
2018 Q1	$136K	Sell	4,974 -580	-10%	-$16.6K	0.05%	142
2017 Q4	$161K	Buy	+5,554	New	+$147K	0.07%	133

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Legacy Financial Advisors's ALLY Position: Q1 2026 in Review

Legacy Financial Advisors increased its Ally Financial (ALLY) stake by 12% in Q1 2026, buying an estimated $118K and bringing the position to 26,433 shares worth $1.04M. The position accounts for 0.15% of the portfolio, ranked #123.

Legacy Financial Advisors first reported a position in ALLY in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.07M in Q4 2025. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

Legacy Financial Advisors held 26,433 shares of Ally Financial worth $1.04M as of Q1 2026.
Legacy Financial Advisors bought 2,860 Ally Financial shares in Q1 2026, an estimated $118K.
Ally Financial made up 0.15% of Legacy Financial Advisors's portfolio in Q1 2026, its #123 holding.
Legacy Financial Advisors first reported a position in Ally Financial in Q4 2017 and has held it in 10 quarters since.
Legacy Financial Advisors's Ally Financial position peaked at $1.07M in Q4 2025.
579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.