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SHP Wealth Management’s Ally Financial ALLY Stock Holding History

SHP Wealth Management’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 		$588 Sell
15
-9
-38% -$370 ﹤0.01% 1592
2025
Q4 		$1.09K Buy
+24
New +$989 ﹤0.01% 1243

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's ALLY Position: Q1 2026 in Review

SHP Wealth Management reduced its Ally Financial (ALLY) stake by 38% in Q1 2026, selling an estimated $370 and leaving 15 shares worth $588. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

SHP Wealth Management first reported a position in ALLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.09K in Q4 2025. 582 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • SHP Wealth Management held 15 shares of Ally Financial worth $588 as of Q1 2026.
  • SHP Wealth Management sold 9 Ally Financial shares in Q1 2026, an estimated $370.
  • Ally Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1592 holding.
  • SHP Wealth Management first reported a position in Ally Financial in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Ally Financial position peaked at $1.09K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.