Optimize Financial’s Ally Financial ALLY Stock Holding History

Optimize Financial’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	$573K	Sell	12,470 -43	-0.3%	-$1.86K	0.21%	105
2026 Q1	$491K	Buy	+12,513	New	+$515K	0.24%	98

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

Optimize Financial's ALLY Position: Q2 2026 in Review

Optimize Financial reduced its Ally Financial (ALLY) stake by 0.34% in Q2 2026, selling an estimated $1.86K and leaving 12,470 shares worth $573K. The position accounts for 0.21% of the portfolio, ranked #105.

Optimize Financial first reported a position in ALLY in Q1 2026 and has held it in 2 quarters since. 617 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

Optimize Financial held 12,470 shares of Ally Financial worth $573K as of Q2 2026.
Optimize Financial sold 43 Ally Financial shares in Q2 2026, an estimated $1.86K.
Ally Financial made up 0.21% of Optimize Financial's portfolio in Q2 2026, its #105 holding.
Optimize Financial first reported a position in Ally Financial in Q1 2026 and has held it in 2 quarters since.
617 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.