Root Financial Partners
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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
Q3 		$180K Buy
+4,783
New +$206K 0.01% 483
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Root Financial Partners's ALLY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ally Financial (ALLY) in Q3 2026: 4,783 shares worth $180K. The stake represents 0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ALLY as recently as Q1 2026.

Root Financial Partners first reported a position in ALLY in Q3 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold ALLY as of Q3 2026.

  • Root Financial Partners held 4,783 shares of Ally Financial worth $180K as of Q3 2026.
  • Ally Financial was a new Root Financial Partners position in Q3 2026.
  • Ally Financial made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #483 holding.
  • Root Financial Partners first reported a position in Ally Financial in Q3 2025 and has held it in 4 quarters since.
  • 501 funds tracked by Wall St. Rank held Ally Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.