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HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

ALLY holding history

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

ALLY overviewAll 13F holders of ALLYFull Q2 2026 holdings

Shares (Q2 2026)
13,387
Value
$615.1K
% of portfolio
<0.1%
Quarters held
10
Since Q3 2022
Holdings of ALLY by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,387$615.1K<0.1%+2,416+22.0%AddedHolders
Q1 202610,971$430.4K<0.1%+4,513+69.9%AddedHolders
Q4 20256,458$292.5K<0.1%+189+3.0%AddedHolders
Q3 20256,269$245.7K<0.1%+192+3.2%AddedHolders
Q2 20256,077$236.7K<0.1%−891−12.8%ReducedHolders
Q1 20256,968$254.1K<0.1%+657+10.4%AddedHolders
Q4 20246,311$227.3K<0.1%+6,311NewHolders
Q2 20240$00.0%−5,597−100.0%Sold outHolders
Q1 20245,597$227.2K<0.1%+5,597NewHolders
Q3 20230$00.0%−9,019−100.0%Sold outHolders
Q2 20239,019$243.6K<0.1%+9,019NewHolders
Q4 20220$00.0%−8,400−100.0%Sold outHolders
Q3 20228,400$234.0K<0.1%+8,400NewHolders