NewSquare Capital’s Ally Financial ALLY Stock Holding History

NewSquare Capital’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	$939K	Buy	23,930 +1,098	+5%	+$45.2K	0.08%	139
2025 Q4	$1.03M	Sell	22,832 -5,059	-18%	-$208K	0.09%	132
2025 Q3	$1.09M	Buy	27,891 +27,762	+21,521%	+$1.11M	0.07%	135
2025 Q2	$5.03K	Sell	129 -118	-48%	-$4.09K	﹤0.01%	807
2025 Q1	$9.01K	Buy	247 +238	+2,644%	+$8.77K	﹤0.01%	574
2024 Q4	$324	Buy	+9	New	+$327	﹤0.01%	801
2021 Q1	–	Sell	-220	Closed	-$8K	–	321
2020 Q4	$8K	Buy	+220	New	+$6.66K	﹤0.01%	249
2019 Q1	–	Sell	-164	Closed	-$4K	–	328
2018 Q4	$4K	Hold	164	–	–	﹤0.01%	267
2018 Q3	$4K	Hold	164	–	–	﹤0.01%	275
2018 Q2	$5K	Hold	164	–	–	﹤0.01%	260
2018 Q1	$4K	Hold	164	–	–	﹤0.01%	278
2017 Q4	$5K	Buy	+164	New	+$4.35K	﹤0.01%	272

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

NewSquare Capital's ALLY Position: Q1 2026 in Review

NewSquare Capital increased its Ally Financial (ALLY) stake by 4.8% in Q1 2026, buying an estimated $45.2K and bringing the position to 23,930 shares worth $939K. The position accounts for 0.08% of the portfolio, ranked #139.

NewSquare Capital first reported a position in ALLY in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.09M in Q3 2025. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

NewSquare Capital held 23,930 shares of Ally Financial worth $939K as of Q1 2026.
NewSquare Capital bought 1,098 Ally Financial shares in Q1 2026, an estimated $45.2K.
Ally Financial made up 0.08% of NewSquare Capital's portfolio in Q1 2026, its #139 holding.
NewSquare Capital first reported a position in Ally Financial in Q4 2017 and has held it in 12 quarters since.
NewSquare Capital's Ally Financial position peaked at $1.09M in Q3 2025.
579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.