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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
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

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

Trajan Wealth's ALLY Position: Q1 2026 in Review

Trajan Wealth increased its Ally Financial (ALLY) stake by 9.4% in Q1 2026, buying an estimated $21.2K and bringing the position to 5,983 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #136.

Trajan Wealth first reported a position in ALLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $363K in Q1 2024. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Trajan Wealth held 5,983 shares of Ally Financial worth $235K as of Q1 2026.
  • Trajan Wealth bought 515 Ally Financial shares in Q1 2026, an estimated $21.2K.
  • Ally Financial made up 0.01% of Trajan Wealth's portfolio in Q1 2026, its #136 holding.
  • Trajan Wealth first reported a position in Ally Financial in Q1 2024 and has held it in 9 quarters since.
  • Trajan Wealth's Ally Financial position peaked at $363K in Q1 2024.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.