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New Wave Wealth Advisors’s Ally Financial ALLY Stock Holding History

New Wave 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
2026
Q2 		– Sell
-12,588
Closed -$494K – 206
2026
Q1 		$494K Buy
12,588
+919
+8% +$37.8K 0.17% 100
2025
Q4 		$528K Buy
+11,669
New +$481K 0.19% 88

Other funds holding ALLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

New Wave Wealth Advisors's ALLY Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of Ally Financial (ALLY) in Q2 2026, closing a stake of 12,588 shares — an estimated $494K sold.

New Wave Wealth Advisors first reported a position in ALLY in Q4 2025 and held it in 2 quarters. The position peaked at $528K in Q4 2025. 617 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • New Wave Wealth Advisors reported no remaining Ally Financial position as of Q2 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 12,588 Ally Financial shares in Q2 2026, an estimated $494K.
  • New Wave Wealth Advisors first reported a position in Ally Financial in Q4 2025 and held it in 2 quarters.
  • New Wave Wealth Advisors's Ally Financial position peaked at $528K in Q4 2025.
  • 617 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.