WA
ALLY icon

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
Q2 		$1.09M Buy
23,749
+307
+1% +$13.3K 0.01% 859
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Waverly Advisors's ALLY Position: Q2 2026 in Review

Waverly Advisors increased its Ally Financial (ALLY) stake by 1.3% in Q2 2026, buying an estimated $13.3K and bringing the position to 23,749 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #859.

Waverly Advisors first reported a position in ALLY in Q4 2023 and has held it in 11 quarters since. 620 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • Waverly Advisors held 23,749 shares of Ally Financial worth $1.09M as of Q2 2026.
  • Waverly Advisors bought 307 Ally Financial shares in Q2 2026, an estimated $13.3K.
  • Ally Financial made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #859 holding.
  • Waverly Advisors first reported a position in Ally Financial in Q4 2023 and has held it in 11 quarters since.
  • 620 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.