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 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

United Capital Financial Advisors's ALLY Position: Q1 2026 in Review

United Capital Financial Advisors increased its Ally Financial (ALLY) stake by 5.3% in Q1 2026, buying an estimated $12.1K and bringing the position to 5,838 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

United Capital Financial Advisors first reported a position in ALLY in Q2 2015 and has held it in 8 quarters since. The position peaked at $625K in Q1 2024. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

United Capital Financial Advisors held 5,838 shares of Ally Financial worth $229K as of Q1 2026.
United Capital Financial Advisors bought 295 Ally Financial shares in Q1 2026, an estimated $12.1K.
Ally Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1492 holding.
United Capital Financial Advisors first reported a position in Ally Financial in Q2 2015 and has held it in 8 quarters since.
United Capital Financial Advisors's Ally Financial position peaked at $625K in Q1 2024.
579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.