Position in ALLY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,253,883
+$179,649 QoQ
Shares Held
27,288
-0.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#252
of 609 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ALLY Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Lee Financial Co holds $3,225,901 across 3 Credit Services names. ALLY ranks #1 (38.9% of the industry book) .
All Filings in ALLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,253,883 | 27,288 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,074,234 | 27,383 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $1,245,157 | 27,493 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $1,237,896 | 31,579 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $943,641 | 24,227 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $799,822 | 21,931 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $913,537 | 25,369 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $916,939 | 25,764 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $750,992 | 18,931 | Shares | Other | 2024-08-14 | |
| 2022-12-31 | $18,044 | 738 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $3,283 | 98 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $956 | 22 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $4,903 | 103 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $7,708 | 151 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $7,525 | 151 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||