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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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Total Wealth Planning & Management's ALLY Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Ally Financial (ALLY) stake by 3.2% in Q1 2026, buying an estimated $18.8K and bringing the position to 14,772 shares worth $580K. The position accounts for 0.43% of the portfolio, ranked #79.

Total Wealth Planning & Management first reported a position in ALLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $648K in Q4 2025. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Total Wealth Planning & Management held 14,772 shares of Ally Financial worth $580K as of Q1 2026.
  • Total Wealth Planning & Management bought 456 Ally Financial shares in Q1 2026, an estimated $18.8K.
  • Ally Financial made up 0.43% of Total Wealth Planning & Management's portfolio in Q1 2026, its #79 holding.
  • Total Wealth Planning & Management first reported a position in Ally Financial in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Ally Financial position peaked at $648K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.