Bailard’s Ally Financial ALLY Stock Holding History

Bailard’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 Q1	$1.05M	Buy	26,845 +45	+0.2%	+$1.85K	0.02%	319
2025 Q4	$1.21M	Sell	26,800 -16,213	-38%	-$668K	0.03%	293
2025 Q3	$1.69M	Buy	43,013 +13	+0%	+$521	0.04%	261
2025 Q2	$1.67M	Sell	43,000 -404	-0.9%	-$14K	0.04%	260
2025 Q1	$1.58M	Hold	43,404	–	–	0.04%	245
2024 Q4	$1.56M	Sell	43,404 -12,733	-23%	-$462K	0.04%	246
2024 Q3	$2M	Sell	56,137 -687	-1%	-$27.5K	0.05%	233
2024 Q2	$2.25M	Sell	56,824 -2,100	-4%	-$82K	0.06%	213
2024 Q1	$2.39M	Sell	58,924 -3,203	-5%	-$117K	0.07%	209
2023 Q4	$2.17M	Buy	62,127 +17,985	+41%	+$502K	0.06%	213
2023 Q3	$1.18M	Sell	44,142 -1,102	-2%	-$30.8K	0.04%	248
2023 Q2	$1.22M	Buy	45,244 +2,244	+5%	+$59.7K	0.04%	243
2023 Q1	$1.1M	Hold	43,000	–	–	0.04%	255
2022 Q4	$1.05M	Buy	+43,000	New	+$1.14M	0.04%	258

Other funds holding ALLY

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

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

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

Arrowstreet Capital

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