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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
Q2 		$1.15K Buy
25
+10
+67% +$434 ﹤0.01% 1555
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

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 $3.38T AUM 44.17% 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

SHP Wealth Management's ALLY Position: Q2 2026 in Review

SHP Wealth Management increased its Ally Financial (ALLY) stake by 67% in Q2 2026, buying an estimated $434 and bringing the position to 25 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

SHP Wealth Management first reported a position in ALLY in Q4 2025 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • SHP Wealth Management held 25 shares of Ally Financial worth $1.15K as of Q2 2026.
  • SHP Wealth Management bought 10 Ally Financial shares in Q2 2026, an estimated $434.
  • Ally Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1555 holding.
  • SHP Wealth Management first reported a position in Ally Financial in Q4 2025 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.