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Trajan Wealth’s Ally Financial ALLY Stock Holding History

Trajan 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
2026
Q2 		$259K Sell
5,627
-356
-6% -$15.4K 0.01% 132
2026
Q1 		$235K Buy
5,983
+515
+9% +$21.2K 0.01% 136
2025
Q4 		$248K Sell
5,468
-307
-5% -$12.6K 0.01% 138
2025
Q3 		$226K Sell
5,775
-1,106
-16% -$44.3K 0.01% 145
2025
Q2 		$268K Sell
6,881
-282
-4% -$9.77K 0.01% 124
2025
Q1 		$261K Sell
7,163
-533
-7% -$19.6K 0.01% 131
2024
Q4 		$277K Buy
7,696
+156
+2% +$5.67K 0.02% 136
2024
Q3 		$268K Sell
7,540
-733
-9% -$29.3K 0.02% 136
2024
Q2 		$328K Sell
8,273
-678
-8% -$26.5K 0.02% 131
2024
Q1 		$363K Buy
+8,951
New +$327K 0.02% 132

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

Trajan Wealth's ALLY Position: Q2 2026 in Review

Trajan Wealth reduced its Ally Financial (ALLY) stake by 6% in Q2 2026, selling an estimated $15.4K and leaving 5,627 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #132.

Trajan Wealth first reported a position in ALLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $363K in Q1 2024. 617 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • Trajan Wealth held 5,627 shares of Ally Financial worth $259K as of Q2 2026.
  • Trajan Wealth sold 356 Ally Financial shares in Q2 2026, an estimated $15.4K.
  • Ally Financial made up 0.01% of Trajan Wealth's portfolio in Q2 2026, its #132 holding.
  • Trajan Wealth first reported a position in Ally Financial in Q1 2024 and has held it in 10 quarters since.
  • Trajan Wealth's Ally Financial position peaked at $363K in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.