Capital Advisors Ltd
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Capital Advisors Ltd’s Ally Financial ALLY Stock Holding History

Capital Advisors Ltd’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
Q3 		$10K Buy
276
+90
+48% +$3.87K ﹤0.01% 880
2026
Q2 		$9K Hold
186
– – ﹤0.01% 864
2026
Q1 		$7K Hold
186
– – ﹤0.01% 885
2025
Q4 		$8K Hold
186
– – ﹤0.01% 850
2025
Q3 		$7K Hold
186
– – ﹤0.01% 854
2025
Q2 		$7K Buy
186
+12
+7% +$416 ﹤0.01% 852
2025
Q1 		$6K Hold
174
– – ﹤0.01% 871
2024
Q4 		$6K Hold
174
– – ﹤0.01% 894
2024
Q3 		$6K Sell
174
-1
-0.6% -$40 ﹤0.01% 870
2024
Q2 		$7K Buy
175
+1
+0.6% +$39 ﹤0.01% 814
2024
Q1 		$7K Hold
174
– – ﹤0.01% 779
2023
Q4 		$6K Sell
174
-17
-9% -$475 ﹤0.01% 776
2023
Q3 		$5K Sell
191
-8
-4% -$223 ﹤0.01% 795
2023
Q2 		$5K Buy
199
+35
+21% +$931 ﹤0.01% 817
2023
Q1 		$4K Buy
164
+140
+583% +$4.01K ﹤0.01% 715
2022
Q4 		$1K Sell
24
-114
-83% -$3.03K ﹤0.01% 932
2022
Q3 		$4K Buy
+138
New +$4.58K ﹤0.01% 654
2022
Q1 		– Sell
-8
Closed – – 889
2021
Q4 		$0 Buy
+8
New +$396 ﹤0.01% 798

Other funds holding ALLY

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $173M AUM 37.78% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Advisors Ltd's ALLY Position: Q3 2026 in Review

Capital Advisors Ltd increased its Ally Financial (ALLY) stake by 48% in Q3 2026, buying an estimated $3.87K and bringing the position to 276 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Capital Advisors Ltd first reported a position in ALLY in Q4 2021 and has held it in 18 quarters since. 140 funds tracked by Wall St. Rank hold ALLY as of Q3 2026.

  • Capital Advisors Ltd held 276 shares of Ally Financial worth $10K as of Q3 2026.
  • Capital Advisors Ltd bought 90 Ally Financial shares in Q3 2026, an estimated $3.87K.
  • Ally Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #880 holding.
  • Capital Advisors Ltd first reported a position in Ally Financial in Q4 2021 and has held it in 18 quarters since.
  • 140 funds tracked by Wall St. Rank held Ally Financial as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.