JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

ALLY holding history

Ally Financial Inc. in every 13F filed by JFS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALLY overview All 13F holders of ALLY Full Q2 2026 holdings

Shares (Q2 2026): 10,394
Value: $477.6K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of ALLY by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,394	$477.6K	<0.1%	−885−7.8%	Reduced	Holders
Q1 2026	11,279	$442.5K	<0.1%	+10+0.1%	Added	Holders
Q4 2025	11,269	$510.4K	<0.1%	+102+0.9%	Added	Holders
Q3 2025	11,167	$437.7K	<0.1%	−4,000−26.4%	Reduced	Holders
Q2 2025	15,167	$590.8K	<0.1%	−4,348−22.3%	Reduced	Holders
Q1 2025	19,515	$711.7K	<0.1%	−449−2.2%	Reduced	Holders
Q4 2024	19,964	$718.9K	<0.1%	−1,850−8.5%	Reduced	Holders
Q3 2024	21,814	$776.4K	0.1%	−4,116−15.9%	Reduced	Holders
Q2 2024	25,930	$1.03M	0.1%	−850−3.2%	Reduced	Holders
Q1 2024	26,780	$1.09M	0.1%	00.0%	Unchanged	Holders
Q4 2023	26,780	$935.2K	0.1%	−84−0.3%	Reduced	Holders
Q3 2023	26,864	$716.7K	0.1%	+725+2.8%	Added	Holders
Q2 2023	26,139	$706.0K	0.1%	−3,233−11.0%	Reduced	Holders
Q1 2023	29,372	$748.7K	0.1%	+133+0.5%	Added	Holders
Q4 2022	29,239	$714.9K	0.1%	+1,622+5.9%	Added	Holders
Q3 2022	27,617	$769.0K	0.1%	−2,089−7.0%	Reduced	Holders
Q2 2022	29,706	$995.0K	0.1%	+6,182+26.3%	Added	Holders
Q1 2022	23,524	$1.02M	0.1%	+32+0.1%	Added	Holders
Q4 2021	23,492	$1.12M	0.1%	−782−3.2%	Reduced	Holders
Q3 2021	24,274	$1.24M	0.1%	+930+4.0%	Added	Holders
Q2 2021	23,344	$1.16M	0.2%	00.0%	Unchanged	Holders
Q1 2021	23,344	$1.05M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.