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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
Q2 		$1.95M Buy
42,420
+5,220
+14% +$226K 0.02% 625
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Summit Trail Advisors's ALLY Position: Q2 2026 in Review

Summit Trail Advisors increased its Ally Financial (ALLY) stake by 14% in Q2 2026, buying an estimated $226K and bringing the position to 42,420 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #625.

Summit Trail Advisors first reported a position in ALLY in Q4 2017 and has held it in 10 quarters since. 617 funds tracked by Wall St. Rank hold ALLY as of Q2 2026.

  • Summit Trail Advisors held 42,420 shares of Ally Financial worth $1.95M as of Q2 2026.
  • Summit Trail Advisors bought 5,220 Ally Financial shares in Q2 2026, an estimated $226K.
  • Ally Financial made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #625 holding.
  • Summit Trail Advisors first reported a position in Ally Financial in Q4 2017 and has held it in 10 quarters since.
  • 617 funds tracked by Wall St. Rank held Ally Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.