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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 $263B AUM 16.68% 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 $74.9B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return