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SVB Wealth’s Ally Financial ALLY Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-746
Closed -$27.2K – 493
2025
Q1 		$27.2K Buy
+746
New +$27.5K ﹤0.01% 690
2021
Q4 		– Sell
-25,498
Closed -$1.3M – 809
2021
Q3 		$1.3M Buy
25,498
+3,591
+16% +$186K 0.02% 336
2021
Q2 		$1.09M Buy
21,907
+3,415
+18% +$175K 0.01% 371
2021
Q1 		$836K Buy
18,492
+3,036
+20% +$127K 0.01% 388
2020
Q4 		$551K Buy
+15,456
New +$468K 0.01% 447
2016
Q1 		– Sell
-50,955
Closed -$950K – 517
2015
Q4 		$950K Sell
50,955
-6,275
-11% -$124K 0.04% 277
2015
Q3 		$1.17M Buy
57,230
+825
+1% +$17.9K 0.05% 272
2015
Q2 		$1.26M Buy
+56,405
New +$1.24M 0.04% 296

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SVB Wealth's ALLY Position: Q2 2025 in Review

SVB Wealth sold out of Ally Financial (ALLY) in Q2 2025, closing a stake of 746 shares — an estimated $27.2K sold.

SVB Wealth first reported a position in ALLY in Q2 2015 and held it in 8 quarters. The position peaked at $1.3M in Q3 2021. 558 funds tracked by Wall St. Rank hold ALLY as of Q2 2025.

  • SVB Wealth reported no remaining Ally Financial position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 746 Ally Financial shares in Q2 2025, an estimated $27.2K.
  • SVB Wealth first reported a position in Ally Financial in Q2 2015 and held it in 8 quarters.
  • SVB Wealth's Ally Financial position peaked at $1.3M in Q3 2021.
  • 558 funds tracked by Wall St. Rank held Ally Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.