Position in ALLY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,546
+$1,250 QoQ
Shares Held
186
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#523
of 609 holders
Holding Since
Dec 2021
17 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, 2026Capital Advisors, Ltd. LLC holds $3,570,359 across 17 Credit Services names. ALLY ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,781 | $1,297,223 | |
| 2 | MA |
Mastercard Inc
|
2,369 | $1,216,718 | |
| 3 | COF |
Capital One Financial Corp
|
2,263 | $454,003 | |
| 4 | AXP |
American Express Co
|
1,295 | $438,033 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
489 | $39,877 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
1,648 | $29,548 | |
| 7 | SLM |
SLM Corp
|
913 | $23,683 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
97 | $20,983 |
All Filings in ALLY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,546 | 186 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,296 | 186 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $8,423 | 186 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,291 | 186 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $7,244 | 186 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,345 | 174 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $6,265 | 174 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,192 | 174 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,942 | 175 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $7,062 | 174 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $6,076 | 174 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $5,095 | 191 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $5,374 | 199 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,180 | 164 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1 | 24 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,840 | 138 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $380 | 8 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||