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True Wealth Design’s Ally Financial ALLY Stock Holding History

True Wealth Design’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 		$44.4K Buy
966
+228
+31% +$9.89K 0.01% 536
2026
Q1 		$29K Buy
738
+538
+269% +$22.1K 0.01% 570
2025
Q4 		$9.06K Buy
200
+53
+36% +$2.18K ﹤0.01% 899
2025
Q3 		$5.76K Buy
147
+81
+123% +$3.25K ﹤0.01% 1026
2025
Q2 		$2.57K Sell
66
-10
-13% -$346 ﹤0.01% 1075
2025
Q1 		$2.77K Buy
+76
New +$2.8K ﹤0.01% 894

Other funds holding ALLY

OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

True Wealth Design's ALLY Position: Q2 2026 in Review

True Wealth Design increased its Ally Financial (ALLY) stake by 31% in Q2 2026, buying an estimated $9.89K and bringing the position to 966 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #536.

True Wealth Design first reported a position in ALLY in Q1 2025 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • True Wealth Design held 966 shares of Ally Financial worth $44.4K as of Q2 2026.
  • True Wealth Design bought 228 Ally Financial shares in Q2 2026, an estimated $9.89K.
  • Ally Financial made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #536 holding.
  • True Wealth Design first reported a position in Ally Financial in Q1 2025 and has held it in 6 quarters since.
  • 64 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.