UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in ALLY — Ally Financial Inc.
CIK 1463217
IRVING, TX
Position in ALLY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$200,847
-$28,177 QoQ
Shares Held
4,371
-25.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#445
of 609 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALLY Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $181,867,967 across 11 Credit Services names. ALLY ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
283,047 | $97,110,595 | |
| 2 | AXP |
American Express Co
|
130,559 | $44,161,581 | |
| 3 | MA |
Mastercard Inc
|
58,613 | $30,103,636 | |
| 4 | COF |
Capital One Financial Corp
|
34,093 | $6,839,737 | |
| 5 | SYF |
Synchrony Financial
|
17,202 | $1,308,212 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
9,426 | $768,690 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
17,248 | $744,768 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
18,582 | $333,175 |
All Filings in ALLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,847 | 4,371 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $229,024 | 5,838 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $251,042 | 5,543 | Shares | Defined | 2026-02-17 | |
| 2024-03-31 | $625,207 | 15,403 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $556,415 | 15,934 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $500,890 | 18,774 | Shares | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||