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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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Root Financial Partners's ALLY Position: Q1 2026 in Review

Root Financial Partners increased its Ally Financial (ALLY) stake by 43% in Q1 2026, buying an estimated $41K and bringing the position to 3,313 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #462.

Root Financial Partners first reported a position in ALLY in Q3 2025 and has held it in 3 quarters since. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Root Financial Partners held 3,313 shares of Ally Financial worth $130K as of Q1 2026.
  • Root Financial Partners bought 996 Ally Financial shares in Q1 2026, an estimated $41K.
  • Ally Financial made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #462 holding.
  • Root Financial Partners first reported a position in Ally Financial in Q3 2025 and has held it in 3 quarters since.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.