Principle Wealth Partners’s Ally Financial ALLY Stock Holding History

Principle Wealth Partners’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	–	Sell	-4,700	Closed	-$213K	–	381
2025 Q4	$213K	Buy	+4,700	New	+$194K	0.01%	357
2024 Q2	–	Sell	-5,000	Closed	-$203K	–	326
2024 Q1	$203K	Buy	+5,000	New	+$183K	0.02%	336
2021 Q4	–	Sell	-5,150	Closed	-$263K	–	320
2021 Q3	$263K	Buy	+5,150	New	+$266K	0.03%	267
2020 Q3	–	Sell	-4,550	Closed	-$90K	–	160
2020 Q2	$90K	Buy	+4,550	New	+$77.4K	0.03%	224
2020 Q1	–	Sell	-9,300	Closed	-$284K	–	140
2019 Q4	$284K	Sell	9,300 -3,500	-27%	-$109K	0.09%	133
2019 Q3	$424K	Buy	12,800 +3,500	+38%	+$113K	0.15%	107
2019 Q2	$288K	Hold	9,300	–	–	0.15%	108
2019 Q1	$256K	Buy	+9,300	New	+$243K	0.15%	110

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

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 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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

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

Principle Wealth Partners's ALLY Position: Q1 2026 in Review

Principle Wealth Partners sold out of Ally Financial (ALLY) in Q1 2026, closing a stake of 4,700 shares — an estimated $213K sold.

Principle Wealth Partners first reported a position in ALLY in Q1 2019 and held it in 8 quarters. The position peaked at $424K in Q3 2019. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

Principle Wealth Partners reported no remaining Ally Financial position as of Q1 2026 after selling out during the quarter.
Principle Wealth Partners sold 4,700 Ally Financial shares in Q1 2026, an estimated $213K.
Principle Wealth Partners first reported a position in Ally Financial in Q1 2019 and held it in 8 quarters.
Principle Wealth Partners's Ally Financial position peaked at $424K in Q3 2019.
579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.