Wealthspire Advisors (New York)’s Ally Financial ALLY Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-496	Closed	-$19.4K	–	1098
2025 Q3	$19.4K	Buy	+496	New	+$19.9K	﹤0.01%	1700
2021 Q2	–	Sell	-50,421	Closed	-$2.28M	–	380
2021 Q1	$2.28M	Buy	50,421 +1,015	+2%	+$42.5K	0.05%	163
2020 Q4	$1.76M	Hold	49,406	–	–	0.05%	146
2020 Q3	$1.24M	Buy	+49,406	New	+$1.1M	0.07%	113
2019 Q1	–	Sell	-232	Closed	-$5K	–	78
2018 Q4	$5K	Buy	+232	New	+$5.8K	﹤0.01%	634

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Wealthspire Advisors (New York)'s ALLY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Ally Financial (ALLY) in Q4 2025, closing a stake of 496 shares — an estimated $19.4K sold.

Wealthspire Advisors (New York) first reported a position in ALLY in Q4 2018 and held it in 5 quarters. The position peaked at $2.28M in Q1 2021. 585 funds tracked by Wall St. Rank hold ALLY as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Ally Financial position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 496 Ally Financial shares in Q4 2025, an estimated $19.4K.
Wealthspire Advisors (New York) first reported a position in Ally Financial in Q4 2018 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Ally Financial position peaked at $2.28M in Q1 2021.
585 funds tracked by Wall St. Rank held Ally Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.