Total Wealth Planning & Management’s Ally Financial ALLY Stock Holding History

Total Wealth Planning & 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 Q3	$635K	Buy	16,874 +80	+0.5%	+$3.44K	0.47%	67
2026 Q2	$772K	Buy	16,794 +2,022	+14%	+$87.7K	0.52%	55
2026 Q1	$580K	Buy	14,772 +456	+3%	+$18.8K	0.43%	79
2025 Q4	$648K	Buy	+14,316	New	+$590K	0.48%	58
2025 Q2	$529K	Buy	13,587 +1,740	+15%	+$60.3K	0.43%	72
2025 Q1	$432K	Buy	11,847 +1,361	+13%	+$50.1K	0.41%	82
2024 Q4	$378K	Buy	+10,486	New	+$381K	0.34%	94

Other funds holding ALLY

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Total Wealth Planning & Management's ALLY Position: Q3 2026 in Review

Total Wealth Planning & Management increased its Ally Financial (ALLY) stake by 0.48% in Q3 2026, buying an estimated $3.44K and bringing the position to 16,874 shares worth $635K. The position accounts for 0.47% of the portfolio, ranked #67.

Total Wealth Planning & Management first reported a position in ALLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $772K in Q2 2026. 116 funds tracked by Wall St. Rank hold ALLY as of Q3 2026.

Total Wealth Planning & Management held 16,874 shares of Ally Financial worth $635K as of Q3 2026.
Total Wealth Planning & Management bought 80 Ally Financial shares in Q3 2026, an estimated $3.44K.
Ally Financial made up 0.47% of Total Wealth Planning & Management's portfolio in Q3 2026, its #67 holding.
Total Wealth Planning & Management first reported a position in Ally Financial in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's Ally Financial position peaked at $772K in Q2 2026.
116 funds tracked by Wall St. Rank held Ally Financial as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.