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Philip James Wealth Mangement’s Ally Financial ALLY Stock Holding History

Philip James Wealth Mangement’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 		$5.04M Sell
109,742
-5,988
-5% -$260K 0.57% 41
2026
Q1 		$4.54M Sell
115,730
-14,921
-11% -$614K 0.52% 42
2025
Q4 		$5.92M Sell
130,651
-9,242
-7% -$381K 0.69% 36
2025
Q3 		$5.48M Sell
139,893
-7,135
-5% -$286K 0.64% 38
2025
Q2 		$5.73M Sell
147,028
-73,712
-33% -$2.55M 0.73% 34
2025
Q1 		$8.05M Sell
220,740
-6,523
-3% -$240K 0.98% 20
2024
Q4 		$8.18M Sell
227,263
-10,282
-4% -$373K 1.06% 21
2024
Q3 		$8.45M Buy
237,545
+231,472
+3,811% +$9.26M 1.04% 21
2024
Q2 		$241K Sell
6,073
-466
-7% -$18.2K 0.16% 61
2024
Q1 		$265K Buy
+6,539
New +$239K 0.19% 56

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

Philip James Wealth Mangement's ALLY Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Ally Financial (ALLY) stake by 5.2% in Q2 2026, selling an estimated $260K and leaving 109,742 shares worth $5.04M. The position accounts for 0.57% of the portfolio, ranked #41.

Philip James Wealth Mangement first reported a position in ALLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.45M in Q3 2024. 617 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • Philip James Wealth Mangement held 109,742 shares of Ally Financial worth $5.04M as of Q2 2026.
  • Philip James Wealth Mangement sold 5,988 Ally Financial shares in Q2 2026, an estimated $260K.
  • Ally Financial made up 0.57% of Philip James Wealth Mangement's portfolio in Q2 2026, its #41 holding.
  • Philip James Wealth Mangement first reported a position in Ally Financial in Q1 2024 and has held it in 10 quarters since.
  • Philip James Wealth Mangement's Ally Financial position peaked at $8.45M in Q3 2024.
  • 617 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.