LRI Investments’s Ally Financial ALLY Stock Holding History

LRI Investments’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	$161K	Sell	3,506 -52	-1%	-$2.26K	0.01%	369
2026 Q1	$140K	Buy	3,558 +332	+10%	+$13.7K	0.01%	350
2025 Q4	$146K	Sell	3,226 -126	-4%	-$5.19K	0.01%	351
2025 Q3	$131K	Buy	3,352 +320	+11%	+$12.8K	0.01%	371
2025 Q2	$118K	Buy	3,032 +1,058	+54%	+$36.7K	0.01%	399
2025 Q1	$72K	Buy	1,974 +229	+13%	+$8.44K	0.01%	475
2024 Q4	$62.8K	Buy	1,745 +133	+8%	+$4.83K	0.01%	497
2024 Q3	$58.4K	Sell	1,612 -26	-2%	-$1.04K	0.01%	496
2024 Q2	$65K	Buy	+1,638	New	+$63.9K	0.01%	452

Other funds holding ALLY

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LRI Investments's ALLY Position: Q2 2026 in Review

LRI Investments reduced its Ally Financial (ALLY) stake by 1.5% in Q2 2026, selling an estimated $2.26K and leaving 3,506 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #369.

LRI Investments first reported a position in ALLY in Q2 2024 and has held it in 9 quarters since. 70 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

LRI Investments held 3,506 shares of Ally Financial worth $161K as of Q2 2026.
LRI Investments sold 52 Ally Financial shares in Q2 2026, an estimated $2.26K.
Ally Financial made up 0.01% of LRI Investments's portfolio in Q2 2026, its #369 holding.
LRI Investments first reported a position in Ally Financial in Q2 2024 and has held it in 9 quarters since.
70 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.