Mount Yale Investment Advisors’s Ally Financial ALLY Stock Holding History

Mount Yale Investment 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
2026 Q2	$206K	Buy	+4,490	New	+$195K	﹤0.01%	1140
2025 Q3	–	Sell	-2,871	Closed	-$112K	–	707
2025 Q2	$112K	Buy	+2,871	New	+$99.5K	0.01%	632
2020 Q2	–	Sell	-234,507	Closed	-$3.38M	–	335
2020 Q1	$3.38M	Buy	234,507 +3,195	+1%	+$83.9K	0.76%	30
2019 Q4	$7.41M	Buy	231,312 +8,136	+4%	+$254K	1.29%	20
2019 Q3	$6.95M	Buy	+223,176	New	+$7.23M	1.24%	23

Other funds holding ALLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mount Yale Investment Advisors's ALLY Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Ally Financial (ALLY) in Q2 2026: 4,490 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1140 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ALLY as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ALLY in Q3 2019 and has held it in 5 quarters since. The position peaked at $7.41M in Q4 2019. 620 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

Mount Yale Investment Advisors held 4,490 shares of Ally Financial worth $206K as of Q2 2026.
Ally Financial was a new Mount Yale Investment Advisors position in Q2 2026.
Ally Financial made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1140 holding.
Mount Yale Investment Advisors first reported a position in Ally Financial in Q3 2019 and has held it in 5 quarters since.
Mount Yale Investment Advisors's Ally Financial position peaked at $7.41M in Q4 2019.
620 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.