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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
Q3 		$4.12M Buy
108,061
+1,283
+1% +$55.2K 0.69% 39
2026
Q2 		$4.91M Buy
106,778
+2,465
+2% +$107K 0.87% 33
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Oldfield Partners
Oldfield Partners London, United Kingdom $428M AUM 32.33% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

Legacy Trust's ALLY Position: Q3 2026 in Review

Legacy Trust increased its Ally Financial (ALLY) stake by 1.2% in Q3 2026, buying an estimated $55.2K and bringing the position to 108,061 shares worth $4.12M. The position accounts for 0.69% of the portfolio, ranked #39.

Legacy Trust first reported a position in ALLY in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.91M in Q2 2026. 317 funds tracked by Wall St. Rank hold ALLY as of Q3 2026.

  • Legacy Trust held 108,061 shares of Ally Financial worth $4.12M as of Q3 2026.
  • Legacy Trust bought 1,283 Ally Financial shares in Q3 2026, an estimated $55.2K.
  • Ally Financial made up 0.69% of Legacy Trust's portfolio in Q3 2026, its #39 holding.
  • Legacy Trust first reported a position in Ally Financial in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's Ally Financial position peaked at $4.91M in Q2 2026.
  • 317 funds tracked by Wall St. Rank held Ally Financial as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.