Principia Wealth Advisory’s Ally Financial ALLY Stock Holding History

Principia Wealth Advisory’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 Q4	$1.58K	Buy	35 +10	+40%	+$412	﹤0.01%	528
2025 Q3	$980	Buy	25 +2	+9%	+$80	﹤0.01%	651
2025 Q2	$896	Buy	23 +13	+130%	+$450	﹤0.01%	603
2025 Q1	$337	Buy	+10	New	+$368	﹤0.01%	669

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Principia Wealth Advisory's ALLY Position: Q4 2025 in Review

Principia Wealth Advisory increased its Ally Financial (ALLY) stake by 40% in Q4 2025, buying an estimated $412 and bringing the position to 35 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Principia Wealth Advisory first reported a position in ALLY in Q1 2025 and has held it in 4 quarters since. 585 funds tracked by Wall St. Rank hold ALLY as of Q4 2025.

Principia Wealth Advisory held 35 shares of Ally Financial worth $1.58K as of Q4 2025.
Principia Wealth Advisory bought 10 Ally Financial shares in Q4 2025, an estimated $412.
Ally Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #528 holding.
Principia Wealth Advisory first reported a position in Ally Financial in Q1 2025 and has held it in 4 quarters since.
585 funds tracked by Wall St. Rank held Ally Financial as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.