LT
ALLY icon

Legacy Trust’s Ally Financial ALLY Stock Holding History

Legacy Trust’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 		$4.09M Buy
104,313
+3,670
+4% +$151K 0.78% 37
2025
Q4 		$4.56M Buy
100,643
+2,800
+3% +$115K 0.85% 32
2025
Q3 		$3.84M Sell
97,843
-466
-0.5% -$18.7K 0.76% 36
2025
Q2 		$3.83M Sell
98,309
-12,052
-11% -$418K 0.94% 33
2025
Q1 		$4.02M Buy
110,361
+2,641
+2% +$97.3K 0.97% 34
2024
Q4 		$3.88M Sell
107,720
-595
-0.5% -$21.6K 0.9% 37
2024
Q3 		$3.85M Sell
108,315
-964
-0.9% -$38.6K 0.89% 36
2024
Q2 		$4.34M Buy
109,279
+11,705
+12% +$457K 1.08% 32
2024
Q1 		$3.96M Buy
97,574
+8,744
+10% +$319K 0.99% 37
2023
Q4 		$3.1M Sell
88,830
-13,089
-13% -$366K 0.81% 45
2023
Q3 		$2.72M Buy
101,919
+19,718
+24% +$551K 0.79% 46
2023
Q2 		$2.22M Buy
82,201
+3,583
+5% +$95.3K 0.61% 54
2023
Q1 		$2M Buy
78,618
+7,993
+11% +$229K 0.6% 55
2022
Q4 		$1.73M Buy
+70,625
New +$1.88M 0.53% 56

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

Legacy Trust's ALLY Position: Q1 2026 in Review

Legacy Trust increased its Ally Financial (ALLY) stake by 3.6% in Q1 2026, buying an estimated $151K and bringing the position to 104,313 shares worth $4.09M. The position accounts for 0.78% of the portfolio, ranked #37.

Legacy Trust first reported a position in ALLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.56M in Q4 2025. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Legacy Trust held 104,313 shares of Ally Financial worth $4.09M as of Q1 2026.
  • Legacy Trust bought 3,670 Ally Financial shares in Q1 2026, an estimated $151K.
  • Ally Financial made up 0.78% of Legacy Trust's portfolio in Q1 2026, its #37 holding.
  • Legacy Trust first reported a position in Ally Financial in Q4 2022 and has held it in 14 quarters since.
  • Legacy Trust's Ally Financial position peaked at $4.56M in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.