Position in ALLY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$606,402
+$110,143 QoQ
Shares Held
13,197
+4.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#322
of 609 holders
Holding Since
Dec 2023
10 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, 2026Sequoia Financial Advisors, LLC holds $154,086,368 across 17 Credit Services names. ALLY ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
277,453 | $95,191,349 | |
| 2 | AXP |
American Express Co
|
60,686 | $20,527,039 | |
| 3 | MA |
Mastercard Inc
|
32,584 | $16,735,142 | |
| 4 | CACC |
Credit Acceptance Corp
|
8,994 | $5,726,839 | |
| 5 | COF |
Capital One Financial Corp
|
25,766 | $5,169,174 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
13,028 | $2,596,089 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
45,854 | $1,979,975 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
16,519 | $1,347,124 |
All Filings in ALLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,402 | 13,197 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $496,259 | 12,650 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $985,193 | 21,753 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $320,812 | 8,184 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $273,779 | 7,029 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $213,933 | 5,866 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $206,049 | 5,722 | Shares | Sole | 2025-08-08 | |
| 2024-06-30 | $215,051 | 5,421 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $213,341 | 5,256 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $243,427 | 6,971 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||