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Root Financial Partners’s Ally Financial ALLY Stock Holding History

Root Financial 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 		– Sell
-3,313
Closed -$130K – 514
2026
Q1 		$130K Buy
3,313
+996
+43% +$41K 0.01% 462
2025
Q4 		$105K Buy
2,317
+274
+13% +$11.3K 0.01% 451
2025
Q3 		$80.1K Buy
+2,043
New +$81.9K ﹤0.01% 514

Other funds holding ALLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Root Financial Partners's ALLY Position: Q2 2026 in Review

Root Financial Partners sold out of Ally Financial (ALLY) in Q2 2026, closing a stake of 3,313 shares — an estimated $130K sold.

Root Financial Partners first reported a position in ALLY in Q3 2025 and held it in 3 quarters. The position peaked at $130K in Q1 2026. 617 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • Root Financial Partners reported no remaining Ally Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,313 Ally Financial shares in Q2 2026, an estimated $130K.
  • Root Financial Partners first reported a position in Ally Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Ally Financial position peaked at $130K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.