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Mark Sheptoff Financial Planning’s Ally Financial ALLY Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-450
Closed -$20.4K – 512
2025
Q4 		$20.4K Hold
450
– – 0.01% 275
2025
Q3 		$17.6K Hold
450
– – 0.01% 284
2025
Q2 		$17.5K Hold
450
– – 0.01% 282
2025
Q1 		$16.4K Hold
450
– – 0.01% 264
2024
Q4 		$16.2K Hold
450
– – 0.01% 272
2024
Q3 		$16K Hold
450
– – 0.01% 265
2024
Q2 		$17.9K Hold
450
– – 0.01% 265
2024
Q1 		$18.3K Hold
450
– – 0.01% 242
2023
Q4 		$15.7K Hold
450
– – 0.01% 247
2023
Q3 		$12K Hold
450
– – 0.01% 255
2023
Q2 		$12.2K Hold
450
– – 0.01% 262
2023
Q1 		$11.5K Hold
450
– – 0.01% 257
2022
Q4 		$11K Sell
450
-2,353
-84% -$62.6K 0.01% 261
2022
Q3 		$78K Sell
2,803
-549
-16% -$18.2K 0.05% 121
2022
Q2 		$112K Sell
3,352
-998
-23% -$39.9K 0.06% 107
2022
Q1 		$189K Buy
+4,350
New +$205K 0.1% 109
2018
Q1 		– Sell
-600
Closed -$17K – 376
2017
Q4 		$17K Buy
+600
New +$15.9K 0.01% 243

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mark Sheptoff Financial Planning's ALLY Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Ally Financial (ALLY) in Q1 2026, closing a stake of 450 shares — an estimated $20.4K sold.

Mark Sheptoff Financial Planning first reported a position in ALLY in Q4 2017 and held it in 17 quarters. The position peaked at $189K in Q1 2022. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Ally Financial position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 450 Ally Financial shares in Q1 2026, an estimated $20.4K.
  • Mark Sheptoff Financial Planning first reported a position in Ally Financial in Q4 2017 and held it in 17 quarters.
  • Mark Sheptoff Financial Planning's Ally Financial position peaked at $189K in Q1 2022.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.