Position in ALLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$595,144
+$223,754 QoQ
Shares Held
12,952
+36.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#326
of 609 holders
Holding Since
Mar 2020
21 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, 2026Allworth Financial LP holds $134,111,933 across 40 Credit Services names. ALLY ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
148,061 | $50,798,247 | |
| 2 | AXP |
American Express Co
|
142,143 | $48,079,869 | |
| 3 | MA |
Mastercard Inc
|
46,899 | $24,087,326 | |
| 4 | COF |
Capital One Financial Corp
|
21,940 | $4,401,601 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
126,401 | $2,266,369 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
19,713 | $851,207 | |
| 7 | SYF |
Synchrony Financial
|
10,539 | $801,490 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
9,836 | $599,700 |
All Filings in ALLY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,144 | 12,952 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $371,390 | 9,467 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $295,788 | 6,531 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $45,236 | 1,154 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $29,290 | 752 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,652 | 155 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,581 | 155 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $50,751 | 1,426 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $39,868 | 1,005 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,084 | 76 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,247 | 93 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $28,360 | 1,063 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $28,387 | 1,051 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $39,382 | 1,545 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $37,995 | 1,554 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $69,547 | 2,499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $107,634 | 3,212 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $202,877 | 4,666 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $123,452 | 2,593 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $132,372 | 2,593 | Shares | Sole | 2021-11-02 | |
| 2020-03-31 | $6,594 | 457 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||