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Provenance Wealth Advisors’s Ally Financial ALLY Stock Holding History

Provenance Wealth Advisors’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
Q2 		– Sell
-300
Closed -$10.9K – 425
2025
Q1 		$10.9K Hold
300
– – ﹤0.01% 316
2024
Q4 		$10.8K Hold
300
– – ﹤0.01% 311
2024
Q3 		$10.7K Hold
300
– – ﹤0.01% 332
2024
Q2 		$11.9K Hold
300
– – ﹤0.01% 286
2024
Q1 		$12.2K Hold
300
– – ﹤0.01% 311
2023
Q4 		$10.5K Buy
+300
New +$8.38K ﹤0.01% 316

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Provenance Wealth Advisors's ALLY Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Ally Financial (ALLY) in Q2 2025, closing a stake of 300 shares — an estimated $10.9K sold.

Provenance Wealth Advisors first reported a position in ALLY in Q4 2023 and held it in 6 quarters. The position peaked at $12.2K in Q1 2024. 558 funds tracked by Wall St. Rank hold ALLY as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Ally Financial position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 300 Ally Financial shares in Q2 2025, an estimated $10.9K.
  • Provenance Wealth Advisors first reported a position in Ally Financial in Q4 2023 and held it in 6 quarters.
  • Provenance Wealth Advisors's Ally Financial position peaked at $12.2K in Q1 2024.
  • 558 funds tracked by Wall St. Rank held Ally Financial as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.