Litman Gregory Wealth Management’s Ally Financial ALLY Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$22.6K	Buy	+499	New	+$20.6K	﹤0.01%	268
2021 Q2	–	Sell	-499	Closed	-$23K	–	79
2021 Q1	$23K	Hold	499	–	–	﹤0.01%	124
2020 Q4	$18K	Hold	499	–	–	﹤0.01%	134
2020 Q3	$13K	Hold	499	–	–	﹤0.01%	135
2020 Q2	$10K	Hold	499	–	–	﹤0.01%	133
2020 Q1	$7K	Buy	+499	New	+$13.1K	﹤0.01%	131

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Litman Gregory Wealth Management's ALLY Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Ally Financial (ALLY) in Q4 2025: 499 shares worth $22.6K. The stake represents ﹤0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in ALLY as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in ALLY in Q1 2020 and has held it in 6 quarters since. The position peaked at $23K in Q1 2021. 589 funds tracked by Wall St. Rank hold ALLY as of Q4 2025.

Litman Gregory Wealth Management held 499 shares of Ally Financial worth $22.6K as of Q4 2025.
Ally Financial was a new Litman Gregory Wealth Management position in Q4 2025.
Ally Financial made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #268 holding.
Litman Gregory Wealth Management first reported a position in Ally Financial in Q1 2020 and has held it in 6 quarters since.
Litman Gregory Wealth Management's Ally Financial position peaked at $23K in Q1 2021.
589 funds tracked by Wall St. Rank held Ally Financial as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.