Position in ALLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$609,756
-$993,024 QoQ
Shares Held
13,270
-67.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#321
of 609 holders
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ALLY Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $188,154,203 across 9 Credit Services names. ALLY ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
359,913 | $123,482,551 | |
| 2 | MA |
Mastercard Inc
|
96,354 | $49,487,414 | |
| 3 | AXP |
American Express Co
|
29,873 | $10,104,542 | |
| 4 | COF |
Capital One Financial Corp
|
12,130 | $2,433,520 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
21,477 | $927,376 | |
| 6 | ALLY |
Ally Financial Inc.
This page
|
13,270 | $609,756 | |
| 7 | SYF |
Synchrony Financial
|
7,097 | $539,726 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
16,614 | $297,889 |
All Filings in ALLY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,756 | 13,270 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,602,780 | 40,856 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,425,366 | 31,472 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,058,699 | 27,181 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,001,101 | 27,450 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $229,275 | 6,367 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $216,031 | 6,070 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $232,585 | 5,863 | Shares | Sole | 2024-08-19 | |
| 2022-03-31 | $202,442 | 4,656 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $204,818 | 4,302 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $256,271 | 5,020 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $265,398 | 5,325 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||