Phoenix Financial’s Ally Financial ALLY Stock Holding History

Phoenix 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
2025 Q3	–	Sell	-33,000	Closed	-$1.28K	–	466
2025 Q2	$1.28K	Buy	+33,000	New	+$1.14M	﹤0.01%	424

Other funds holding ALLY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Phoenix Financial's ALLY Position: Q2 2025 in Review

Phoenix Financial sold out of Ally Financial (ALLY) in Q2 2025, closing a stake of 3,210,003 shares — an estimated $111M sold.

Phoenix Financial first reported a position in ALLY in Q3 2024 and held it in 3 quarters. The position peaked at $122M in Q4 2024. 558 funds tracked by Wall St. Rank hold ALLY as of Q2 2025.

Phoenix Financial reported no remaining Ally Financial position as of Q2 2025 after selling out during the quarter.
Phoenix Financial sold 3,210,003 Ally Financial shares in Q2 2025, an estimated $111M.
Phoenix Financial first reported a position in Ally Financial in Q3 2024 and held it in 3 quarters.
Phoenix Financial's Ally Financial position peaked at $122M in Q4 2024.
558 funds tracked by Wall St. Rank held Ally Financial as of Q2 2025.

Based on Phoenix Financial's 13F filing for Q2 2025, filed 30 Jul 2025.