ALLY Ally Financial Inc

Ownership history in Legacy Trust  ·  12 quarters on record

AI Ownership Summary

Legacy Trust reported Ally Financial Inc (ALLY) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.08% in 2024 Q2. The latest visible filing shows ALLY at 0.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Trust's position in Ally Financial Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ALLY was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Legacy Trust held ALLY — position size vs. price
% of Fund (quarterly)    ALLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 100,643 +2,800 +2.9% 0.85% $4.6M 2026-01-22 $41.69
2025 Q3 REDUCED 97,843 -466 -0.5% 0.76% $3.8M 2025-10-24 $41.20
2025 Q2 REDUCED 98,309 -12,052 -10.9% 0.94% $3.8M 2025-07-22 $37.97
2025 Q1 ADDED 110,361 +2,641 +2.5% 0.97% $4.0M 2025-04-16 $31.17
2024 Q4 REDUCED 107,720 -595 -0.5% 0.90% $3.9M 2025-01-23 $38.54
2024 Q3 REDUCED 108,315 -964 -0.9% 0.89% $3.9M 2024-10-29 $33.45
2024 Q2 ADDED 109,279 +11,705 +12.0% 1.08% $4.3M 2024-07-16 $42.09
2024 Q1 ADDED 97,574 +8,744 +9.8% 0.99% $4.0M 2024-04-23 $37.30
2023 Q4 REDUCED 88,830 -13,089 -12.8% 0.81% $3.1M 2024-01-24 $34.00
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Legacy Trust and ALLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Trust reported owning ALLY?

Legacy Trust reported ALLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ALLY position in Legacy Trust's portfolio?

The largest reported portfolio weight for ALLY was 1.08% in 2024 Q2.

What is the latest reported ALLY position on this page?

The most recent filing on this page is 2025 Q4, when Legacy Trust reported 100,643 shares, equal to 0.85% of portfolio, with an estimated market value of $4.6M.

What does the chart on this ALLY ownership page compare?

The chart compares Legacy Trust's quarterly ALLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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