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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Legacy Trust's ALLY Position: Q2 2026 in Review

Legacy Trust increased its Ally Financial (ALLY) stake by 2.4% in Q2 2026, buying an estimated $107K and bringing the position to 106,778 shares worth $4.91M. The position accounts for 0.87% of the portfolio, ranked #33.

Legacy Trust first reported a position in ALLY in Q4 2022 and has held it in 15 quarters since. 620 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • Legacy Trust held 106,778 shares of Ally Financial worth $4.91M as of Q2 2026.
  • Legacy Trust bought 2,465 Ally Financial shares in Q2 2026, an estimated $107K.
  • Ally Financial made up 0.87% of Legacy Trust's portfolio in Q2 2026, its #33 holding.
  • Legacy Trust first reported a position in Ally Financial in Q4 2022 and has held it in 15 quarters since.
  • 620 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.