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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
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

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 $3.37T AUM 44.26% 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

Total Wealth Planning & Management's ALLY Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Ally Financial (ALLY) stake by 14% in Q2 2026, buying an estimated $87.7K and bringing the position to 16,794 shares worth $772K. The position accounts for 0.52% of the portfolio, ranked #55.

Total Wealth Planning & Management first reported a position in ALLY in Q4 2024 and has held it in 6 quarters since. 617 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • Total Wealth Planning & Management held 16,794 shares of Ally Financial worth $772K as of Q2 2026.
  • Total Wealth Planning & Management bought 2,022 Ally Financial shares in Q2 2026, an estimated $87.7K.
  • Ally Financial made up 0.52% of Total Wealth Planning & Management's portfolio in Q2 2026, its #55 holding.
  • Total Wealth Planning & Management first reported a position in Ally Financial in Q4 2024 and has held it in 6 quarters since.
  • 617 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.