Waldron Private Wealth’s Ally Financial ALLY Stock Holding History

Waldron Private 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 Q2	$620K	Hold	13,500	–	–	0.02%	200
2026 Q1	$530K	Hold	13,500	–	–	0.02%	210
2025 Q4	$611K	Hold	13,500	–	–	0.02%	187
2025 Q3	$529K	Hold	13,500	–	–	0.02%	197
2025 Q2	$526K	Hold	13,500	–	–	0.02%	187
2025 Q1	$492K	Sell	13,500 -431	-3%	-$15.9K	0.02%	184
2024 Q4	$502K	Sell	13,931 -14	-0.1%	-$508	0.02%	253
2024 Q3	$496K	Buy	13,945 +14	+0.1%	+$560	0.02%	247
2024 Q2	$553K	Sell	13,931 -15	-0.1%	-$585	0.02%	216
2024 Q1	$566K	Buy	+13,946	New	+$509K	0.03%	220

Other funds holding ALLY

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waldron Private Wealth's ALLY Position: Q2 2026 in Review

Waldron Private Wealth held its Ally Financial (ALLY) position steady in Q2 2026 at 13,500 shares worth $620K. The position accounts for 0.02% of the portfolio, ranked #200.

Waldron Private Wealth first reported a position in ALLY in Q1 2024 and has held it in 10 quarters since. 78 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

Waldron Private Wealth held 13,500 shares of Ally Financial worth $620K as of Q2 2026.
Waldron Private Wealth left its Ally Financial share count unchanged in Q2 2026.
Ally Financial made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #200 holding.
Waldron Private Wealth first reported a position in Ally Financial in Q1 2024 and has held it in 10 quarters since.
78 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.