Swan Capital’s Ally Financial ALLY Stock Holding History

Swan Capital’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	$1.01K	Hold	26	–	–	﹤0.01%	440
2025 Q4	$1.17K	Hold	26	–	–	﹤0.01%	389
2025 Q3	$1.01K	Hold	26	–	–	﹤0.01%	387
2025 Q2	$1K	Hold	26	–	–	﹤0.01%	380
2025 Q1	$939	Hold	26	–	–	﹤0.01%	292
2024 Q4	$927	Hold	26	–	–	﹤0.01%	283
2024 Q3	$916	Hold	26	–	–	﹤0.01%	271
2024 Q2	$1.02K	Buy	+26	New	+$1.01K	﹤0.01%	224

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

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

Swan Capital's ALLY Position: Q1 2026 in Review

Swan Capital held its Ally Financial (ALLY) position steady in Q1 2026 at 26 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Swan Capital first reported a position in ALLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.17K in Q4 2025. 579 funds tracked by Wall St. Rank hold ALLY as of Q1 2026.

Swan Capital held 26 shares of Ally Financial worth $1.01K as of Q1 2026.
Swan Capital left its Ally Financial share count unchanged in Q1 2026.
Ally Financial made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #440 holding.
Swan Capital first reported a position in Ally Financial in Q2 2024 and has held it in 8 quarters since.
Swan Capital's Ally Financial position peaked at $1.17K in Q4 2025.
579 funds tracked by Wall St. Rank held Ally Financial as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.