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Concurrent Investment Advisors’s Ally Financial ALLY Stock Holding History

Concurrent Investment Advisors’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 		$2.02M Buy
51,597
+9,784
+23% +$403K 0.02% 612
2025
Q4 		$1.89M Buy
+41,813
New +$1.72M 0.02% 599
2024
Q3 		– Sell
-34,003
Closed -$1.35M – 1094
2024
Q2 		$1.35M Buy
+34,003
New +$1.33M 0.04% 367

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Concurrent Investment Advisors's ALLY Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Ally Financial (ALLY) stake by 23% in Q1 2026, buying an estimated $403K and bringing the position to 51,597 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #612.

Concurrent Investment Advisors first reported a position in ALLY in Q2 2024 and has held it in 3 quarters since. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Concurrent Investment Advisors held 51,597 shares of Ally Financial worth $2.02M as of Q1 2026.
  • Concurrent Investment Advisors bought 9,784 Ally Financial shares in Q1 2026, an estimated $403K.
  • Ally Financial made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #612 holding.
  • Concurrent Investment Advisors first reported a position in Ally Financial in Q2 2024 and has held it in 3 quarters since.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.