United Capital Financial Advisors’s Ally Financial ALLY Stock Holding History

United Capital Financial Advisors’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	$201K	Sell	4,371 -1,467	-25%	-$63.6K	﹤0.01%	1556
2026 Q1	$229K	Buy	5,838 +295	+5%	+$12.1K	﹤0.01%	1492
2025 Q4	$251K	Buy	+5,543	New	+$228K	﹤0.01%	1240
2024 Q2	–	Sell	-15,403	Closed	-$625K	–	1038
2024 Q1	$625K	Sell	15,403 -531	-3%	-$19.4K	0.01%	679
2023 Q4	$556K	Sell	15,934 -2,840	-15%	-$79.3K	﹤0.01%	696
2023 Q3	$501K	Buy	+18,774	New	+$524K	﹤0.01%	639
2016 Q3	–	Sell	-12,002	Closed	-$204K	–	1256
2016 Q2	$204K	Buy	+12,002	New	+$207K	﹤0.01%	1164
2015 Q4	–	Sell	-11,565	Closed	-$236K	–	1206
2015 Q3	$236K	Buy	11,565 +1,201	+12%	+$26.1K	﹤0.01%	1117
2015 Q2	$232K	Buy	+10,364	New	+$228K	﹤0.01%	1141

Other funds holding ALLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

United Capital Financial Advisors's ALLY Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Ally Financial (ALLY) stake by 25% in Q2 2026, selling an estimated $63.6K and leaving 4,371 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

United Capital Financial Advisors first reported a position in ALLY in Q2 2015 and has held it in 9 quarters since. The position peaked at $625K in Q1 2024. 620 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

United Capital Financial Advisors held 4,371 shares of Ally Financial worth $201K as of Q2 2026.
United Capital Financial Advisors sold 1,467 Ally Financial shares in Q2 2026, an estimated $63.6K.
Ally Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1556 holding.
United Capital Financial Advisors first reported a position in Ally Financial in Q2 2015 and has held it in 9 quarters since.
United Capital Financial Advisors's Ally Financial position peaked at $625K in Q1 2024.
620 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.