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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

Arrowstreet Capital

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Manhattan

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return