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Marshall & Sterling Wealth Advisors’s Ally Financial ALLY Stock Holding History

Marshall & Sterling Wealth Advisors’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 		– Sell
-113
Closed -$4.43K – 353
2025
Q3 		$4.43K Hold
113
– – ﹤0.01% 518
2025
Q2 		$4.4K Hold
113
– – ﹤0.01% 495
2025
Q1 		$4.12K Buy
+113
New +$4.16K ﹤0.01% 499

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B 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
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

Marshall & Sterling Wealth Advisors's ALLY Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Ally Financial (ALLY) in Q4 2025, closing a stake of 113 shares — an estimated $4.43K sold.

Marshall & Sterling Wealth Advisors first reported a position in ALLY in Q1 2025 and held it in 3 quarters. The position peaked at $4.43K in Q3 2025. 585 funds tracked by Wall St. Rank hold ALLY as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Ally Financial position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 113 Ally Financial shares in Q4 2025, an estimated $4.43K.
  • Marshall & Sterling Wealth Advisors first reported a position in Ally Financial in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Ally Financial position peaked at $4.43K in Q3 2025.
  • 585 funds tracked by Wall St. Rank held Ally Financial as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.