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Morton Brown Family Wealth’s Ally Financial ALLY Stock Holding History

Morton Brown Family Wealth’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
Q1 		– Sell
-101
Closed -$3.64K – 327
2024
Q4 		$3.64K Hold
101
– – ﹤0.01% 212
2024
Q3 		$3.6K Buy
+101
New +$4.04K ﹤0.01% 206

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Morton Brown Family Wealth's ALLY Position: Q1 2025 in Review

Morton Brown Family Wealth sold out of Ally Financial (ALLY) in Q1 2025, closing a stake of 101 shares — an estimated $3.64K sold.

Morton Brown Family Wealth first reported a position in ALLY in Q3 2024 and held it in 2 quarters. The position peaked at $3.64K in Q4 2024. 581 funds tracked by Wall St. Rank hold ALLY as of Q1 2025.

  • Morton Brown Family Wealth reported no remaining Ally Financial position as of Q1 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 101 Ally Financial shares in Q1 2025, an estimated $3.64K.
  • Morton Brown Family Wealth first reported a position in Ally Financial in Q3 2024 and held it in 2 quarters.
  • Morton Brown Family Wealth's Ally Financial position peaked at $3.64K in Q4 2024.
  • 581 funds tracked by Wall St. Rank held Ally Financial as of Q1 2025.

Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.