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 Q2	$225K	Buy	+4,900	New	+$213K	0.01%	376
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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Principle Wealth Partners's ALLY Position: Q2 2026 in Review

Principle Wealth Partners opened a new position in Ally Financial (ALLY) in Q2 2026: 4,900 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Principle Wealth Partners previously reported a position in ALLY as recently as Q4 2025.

Principle Wealth Partners first reported a position in ALLY in Q1 2019 and has held it in 9 quarters since. The position peaked at $424K in Q3 2019. 617 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

Principle Wealth Partners held 4,900 shares of Ally Financial worth $225K as of Q2 2026.
Ally Financial was a new Principle Wealth Partners position in Q2 2026.
Ally Financial made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #376 holding.
Principle Wealth Partners first reported a position in Ally Financial in Q1 2019 and has held it in 9 quarters since.
Principle Wealth Partners's Ally Financial position peaked at $424K in Q3 2019.
617 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.