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Waverly Advisors’s Ally Financial ALLY Stock Holding History

Waverly 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 		$920K Buy
23,442
+3,837
+20% +$158K 0.01% 856
2025
Q4 		$888K Sell
19,605
-123
-0.6% -$5.07K 0.01% 800
2025
Q3 		$773K Buy
19,728
+490
+3% +$19.6K 0.01% 708
2025
Q2 		$749K Sell
19,238
-139
-0.7% -$4.82K 0.01% 687
2025
Q1 		$707K Buy
19,377
+201
+1% +$7.4K 0.01% 686
2024
Q4 		$691K Buy
19,176
+861
+5% +$31.3K 0.01% 600
2024
Q3 		$652K Sell
18,315
-277
-1% -$11.1K 0.01% 532
2024
Q2 		$738K Buy
18,592
+33
+0.2% +$1.29K 0.01% 490
2024
Q1 		$753K Hold
18,559
– – 0.02% 413
2023
Q4 		$648K Buy
+18,559
New +$518K 0.02% 267

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Waverly Advisors's ALLY Position: Q1 2026 in Review

Waverly Advisors increased its Ally Financial (ALLY) stake by 20% in Q1 2026, buying an estimated $158K and bringing the position to 23,442 shares worth $920K. The position accounts for 0.01% of the portfolio, ranked #856.

Waverly Advisors first reported a position in ALLY in Q4 2023 and has held it in 10 quarters since. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Waverly Advisors held 23,442 shares of Ally Financial worth $920K as of Q1 2026.
  • Waverly Advisors bought 3,837 Ally Financial shares in Q1 2026, an estimated $158K.
  • Ally Financial made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #856 holding.
  • Waverly Advisors first reported a position in Ally Financial in Q4 2023 and has held it in 10 quarters since.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

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