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Summit Securities Group’s Ally Financial ALLY Stock Holding History

Summit Securities Group’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 		– Sell
-3,487
Closed -$136K – 1003
2025
Q2 		$136K Buy
+3,487
New +$121K 0.05% 314
2023
Q2 		– Sell
-2,100
Closed -$54K – 864
2023
Q1 		$54K Sell
2,100
-9,417
-82% -$270K 0.02% 402
2022
Q4 		$282K Buy
11,517
+11,317
+5,659% +$301K 0.06% 412
2022
Q3 		$6K Hold
200
– – ﹤0.01% 817
2022
Q2 		$7K Hold
200
– – ﹤0.01% 856
2022
Q1 		$9K Sell
200
-10,900
-98% -$515K ﹤0.01% 851
2021
Q4 		$528K Buy
11,100
+2,400
+28% +$119K 0.05% 354
2021
Q3 		$444K Sell
8,700
-700
-7% -$36.2K 0.1% 428
2021
Q2 		$468K Buy
+9,400
New +$482K 0.1% 395

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return