Waverly Advisors, LLC

Position in ALLY — Ally Financial Inc.

CIK 1568787 BIRMINGHAM, AL

Position in ALLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,091,266

+$171,637 QoQ

Shares Held

23,749

+1.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#267

of 609 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $123,571,689 across 8 Credit Services names. ALLY ranks #6 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	215,041	$73,778,416
2	AXP	American Express Co	97,920	$33,121,440
3	MA	Mastercard Inc	19,431	$9,979,761
4	COF	Capital One Financial Corp	15,493	$3,108,205
5	PYPL	PayPal Holdings, Inc.	29,733	$1,283,870
6	ALLY	Ally Financial Inc. This page	23,749	$1,091,266
7	SYF	Synchrony Financial	9,841	$748,408
8	OMF	OneMain Holdings, Inc.	7,550	$460,323

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,091,266	23,749	+1.3%	Shares	Sole	2026-08-14
2026-03-31	$919,629	23,442	+19.6%	Shares	Sole	2026-05-15
2025-12-31	$887,910	19,605	-0.6%	Shares	Sole	2026-02-17
2025-09-30	$773,337	19,728	+2.5%	Shares	Sole	2025-11-14
2025-06-30	$749,320	19,238	-0.7%	Shares	Sole	2025-08-14
2025-03-31	$706,679	19,377	+1.0%	Shares	Sole	2025-05-15
2024-12-31	$690,527	19,176	+4.7%	Shares	Sole	2025-02-14
2024-09-30	$651,830	18,315	-1.5%	Shares	Sole	2024-11-14
2024-06-30	$737,544	18,592	+0.2%	Shares	Sole	2024-08-14
2024-03-31	$753,309	18,559	0.0%	Shares	Sole	2024-05-15
2023-12-31	$648,079	18,559	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.