Creative Planning

Position in ALLY — Ally Financial Inc.

CIK 1540235 OVERLAND PARK, KS

Position in ALLY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,433,449

+$1,477,614 QoQ

Shares Held

118,247

+17.3% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#150

of 609 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $704,705,365 across 34 Credit Services names. ALLY ranks #10 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	893,823	$306,661,732
2	MA	Mastercard Inc	296,884	$152,479,622
3	AXP	American Express Co	278,355	$94,153,578
4	COF	Capital One Financial Corp	270,916	$54,351,167
5	PYPL	PayPal Holdings, Inc.	436,591	$18,851,998
6	FCFS	FirstCash Holdings, Inc.	50,456	$10,914,641
7	OMF	OneMain Holdings, Inc.	175,073	$10,674,199
8	ENVA	Enova International, Inc.	28,187	$6,785,456

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,433,449	118,247	+17.3%	Shares	Defined	2026-08-13
2026-03-31	$3,955,835	100,837	-1.4%	Shares	Sole	2026-05-12
2025-12-31	$4,632,623	102,288	+83.7%	Shares	Sole	2026-02-17
2025-09-30	$2,182,891	55,686	+12.5%	Shares	Sole	2025-11-14
2025-06-30	$1,927,674	49,491	-0.1%	Shares	Defined	2025-08-08
2025-03-31	$1,807,270	49,555	-1.0%	Shares	Sole	2025-05-15
2024-12-31	$1,802,587	50,058	+1.9%	Shares	Defined	2025-02-14
2024-09-30	$1,747,646	49,105	-0.6%	Shares	Defined	2024-10-11
2024-06-30	$1,960,728	49,426	-19.9%	Shares	Sole	2024-08-15
2024-03-31	$2,504,645	61,706	+31.0%	Shares	Sole	2024-05-13
2023-12-31	$1,645,324	47,117	-22.1%	Shares	Defined	2024-02-14
2023-09-30	$1,612,805	60,450	+28.7%	Shares	Defined	2023-11-16
2023-06-30	$1,268,470	46,963	+136.9%	Shares	Defined	2023-07-21
2023-03-31	$505,262	19,822	-34.6%	Shares	Sole	2023-05-15
2022-12-31	$740,761	30,297	+94.0%	Shares	Sole	2023-02-10
2022-09-30	$434,676	15,619	+59.0%	Shares	Sole	2022-11-03
2022-06-30	$329,168	9,823	+82.3%	Shares	Sole	2022-08-15
2022-03-31	$234,270	5,388	-20.3%	Shares	Sole	2022-05-16
2021-12-31	$321,986	6,763	+4.1%	Shares	Sole	2022-02-11
2021-09-30	$331,722	6,498	-23.0%	Shares	Sole	2021-11-10
2021-06-30	$420,649	8,440	-10.0%	Shares	Sole	2021-08-04
2021-03-31	$424,160	9,382	+1.4%	Shares	Sole	2021-04-30
2020-12-31	$330,033	9,255	-10.7%	Shares	Sole	2021-01-29
2020-09-30	$259,700	10,359	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.