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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
Q3 		$48K Buy
1,276
+310
+32% +$13.3K 0.01% 517
2026
Q2 		$44.4K Buy
966
+228
+31% +$9.9K 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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

True Wealth Design's ALLY Position: Q3 2026 in Review

True Wealth Design increased its Ally Financial (ALLY) stake by 32% in Q3 2026, buying an estimated $13.3K and bringing the position to 1,276 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #517.

True Wealth Design first reported a position in ALLY in Q1 2025 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold ALLY as of Q3 2026.

  • True Wealth Design held 1,276 shares of Ally Financial worth $48K as of Q3 2026.
  • True Wealth Design bought 310 Ally Financial shares in Q3 2026, an estimated $13.3K.
  • Ally Financial made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #517 holding.
  • True Wealth Design first reported a position in Ally Financial in Q1 2025 and has held it in 7 quarters since.
  • 84 funds tracked by Wall St. Rank held Ally Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.