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Summit Trail Advisors’s Ally Financial ALLY Stock Holding History

Summit Trail 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 		$1.46M Buy
37,200
+9,172
+33% +$378K 0.02% 739
2025
Q4 		$1.27M Buy
28,028
+3,398
+14% +$140K 0.02% 676
2025
Q3 		$965K Buy
24,630
+16,191
+192% +$649K 0.01% 856
2025
Q2 		$329K Sell
8,439
-2,867
-25% -$99.3K 0.01% 892
2025
Q1 		$412K Buy
11,306
+2,263
+25% +$83.4K 0.01% 273
2024
Q4 		$326K Buy
9,043
+2,096
+30% +$76.1K 0.01% 276
2024
Q3 		$247K Buy
6,947
+1,478
+27% +$59.1K 0.01% 606
2024
Q2 		$217K Buy
+5,469
New +$213K 0.01% 573
2018
Q1 		– Sell
-1,138
Closed -$34K – 466
2017
Q4 		$34K Buy
+1,138
New +$30.2K ﹤0.01% 911

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

Summit Trail Advisors's ALLY Position: Q1 2026 in Review

Summit Trail Advisors increased its Ally Financial (ALLY) stake by 33% in Q1 2026, buying an estimated $378K and bringing the position to 37,200 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #739.

Summit Trail Advisors first reported a position in ALLY in Q4 2017 and has held it in 9 quarters since. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

  • Summit Trail Advisors held 37,200 shares of Ally Financial worth $1.46M as of Q1 2026.
  • Summit Trail Advisors bought 9,172 Ally Financial shares in Q1 2026, an estimated $378K.
  • Ally Financial made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #739 holding.
  • Summit Trail Advisors first reported a position in Ally Financial in Q4 2017 and has held it in 9 quarters since.
  • 579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.