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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
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

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

Philip James Wealth Mangement's ALLY Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Ally Financial (ALLY) stake by 11% in Q1 2026, selling an estimated $614K and leaving 115,730 shares worth $4.54M. The position accounts for 0.52% of the portfolio, ranked #42.

Philip James Wealth Mangement first reported a position in ALLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.45M in Q3 2024. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Philip James Wealth Mangement held 115,730 shares of Ally Financial worth $4.54M as of Q1 2026.
  • Philip James Wealth Mangement sold 14,921 Ally Financial shares in Q1 2026, an estimated $614K.
  • Ally Financial made up 0.52% of Philip James Wealth Mangement's portfolio in Q1 2026, its #42 holding.
  • Philip James Wealth Mangement first reported a position in Ally Financial in Q1 2024 and has held it in 9 quarters since.
  • Philip James Wealth Mangement's Ally Financial position peaked at $8.45M in Q3 2024.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.