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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
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

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

New Wave Wealth Advisors's ALLY Position: Q1 2026 in Review

New Wave Wealth Advisors increased its Ally Financial (ALLY) stake by 7.9% in Q1 2026, buying an estimated $37.8K and bringing the position to 12,588 shares worth $494K. The position accounts for 0.17% of the portfolio, ranked #100.

New Wave Wealth Advisors first reported a position in ALLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $528K in Q4 2025. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • New Wave Wealth Advisors held 12,588 shares of Ally Financial worth $494K as of Q1 2026.
  • New Wave Wealth Advisors bought 919 Ally Financial shares in Q1 2026, an estimated $37.8K.
  • Ally Financial made up 0.17% of New Wave Wealth Advisors's portfolio in Q1 2026, its #100 holding.
  • New Wave Wealth Advisors first reported a position in Ally Financial in Q4 2025 and has held it in 2 quarters since.
  • New Wave Wealth Advisors's Ally Financial position peaked at $528K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.