Optimum Investment Advisors’s Ally Financial ALLY Stock Holding History

Optimum 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
2025 Q3	$11.8K	Hold	300	–	–	﹤0.01%	496
2025 Q2	$11.7K	Hold	300	–	–	0.01%	495
2025 Q1	$10.9K	Hold	300	–	–	0.01%	506
2024 Q4	$10.8K	Hold	300	–	–	﹤0.01%	498
2024 Q3	$10.7K	Hold	300	–	–	﹤0.01%	524
2024 Q2	$11.9K	Hold	300	–	–	0.01%	505
2024 Q1	$12.2K	Hold	300	–	–	0.01%	505
2023 Q4	$10.5K	Hold	300	–	–	0.01%	510
2023 Q3	$8K	Hold	300	–	–	﹤0.01%	564
2023 Q2	$8.1K	Hold	300	–	–	﹤0.01%	570
2023 Q1	$7.65K	Hold	300	–	–	﹤0.01%	583
2022 Q4	$7.33K	Hold	300	–	–	﹤0.01%	595
2022 Q3	$8K	Hold	300	–	–	﹤0.01%	602
2022 Q2	$10K	Hold	300	–	–	0.01%	599
2022 Q1	$13K	Hold	300	–	–	0.01%	615
2021 Q4	$14K	Hold	300	–	–	0.01%	635
2021 Q3	$15K	Hold	300	–	–	0.01%	624
2021 Q2	$15K	Hold	300	–	–	﹤0.01%	705
2021 Q1	$14K	Buy	+300	New	+$12.6K	﹤0.01%	720

Other funds holding ALLY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Optimum Investment Advisors's ALLY Position: Q3 2025 in Review

Optimum Investment Advisors held its Ally Financial (ALLY) position steady in Q3 2025 at 300 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Optimum Investment Advisors first reported a position in ALLY in Q1 2021 and has held it in 19 quarters since. The position peaked at $15K in Q3 2021. 546 funds tracked by Wall St. Rank hold ALLY as of Q3 2025.

Optimum Investment Advisors held 300 shares of Ally Financial worth $11.8K as of Q3 2025.
Optimum Investment Advisors left its Ally Financial share count unchanged in Q3 2025.
Ally Financial made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #496 holding.
Optimum Investment Advisors first reported a position in Ally Financial in Q1 2021 and has held it in 19 quarters since.
Optimum Investment Advisors's Ally Financial position peaked at $15K in Q3 2021.
546 funds tracked by Wall St. Rank held Ally Financial as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.