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NewEdge Wealth’s Ally Financial ALLY Stock Holding History

NewEdge 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
2026
Q1 		– Sell
-5,738
Closed -$260K – 1128
2025
Q4 		$260K Buy
+5,738
New +$236K ﹤0.01% 1073
2024
Q3 		– Sell
-6,124
Closed -$243K – 872
2024
Q2 		$243K Buy
6,124
+109
+2% +$4.25K 0.01% 690
2024
Q1 		$233K Buy
+6,015
New +$220K 0.01% 727

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

NewEdge Wealth's ALLY Position: Q1 2026 in Review

NewEdge Wealth sold out of Ally Financial (ALLY) in Q1 2026, closing a stake of 5,738 shares — an estimated $260K sold.

NewEdge Wealth first reported a position in ALLY in Q1 2024 and held it in 3 quarters. The position peaked at $260K in Q4 2025. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • NewEdge Wealth reported no remaining Ally Financial position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 5,738 Ally Financial shares in Q1 2026, an estimated $260K.
  • NewEdge Wealth first reported a position in Ally Financial in Q1 2024 and held it in 3 quarters.
  • NewEdge Wealth's Ally Financial position peaked at $260K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.