Position in ALLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,124
+$653 QoQ
Shares Held
68
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#550
of 609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALLY Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $613,200 across 14 Credit Services names. ALLY ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
914 | $313,584 | |
| 2 | MA |
Mastercard Inc
|
281 | $144,321 | |
| 3 | AXP |
American Express Co
|
208 | $70,356 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
1,056 | $45,598 | |
| 5 | COF |
Capital One Financial Corp
|
138 | $27,685 | |
| 6 | ALLY |
Ally Financial Inc.
This page
|
68 | $3,124 | |
| 7 | SYF |
Synchrony Financial
|
38 | $2,889 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
144 | $2,581 |
All Filings in ALLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,124 | 68 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,471 | 63 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $2,717 | 60 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $2,352 | 60 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $2,337 | 60 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $2,188 | 60 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $2,160 | 60 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $30,607 | 860 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $34,116 | 860 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $34,907 | 860 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $30,031 | 860 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $22,944 | 860 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $23,228 | 860 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $21,921 | 860 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $21,027 | 860 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $23,933 | 860 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $28,818 | 860 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $37,392 | 860 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $2,856 | 60 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $3,063 | 60 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $2,990 | 60 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $2,712 | 60 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,569 | 44 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,103 | 44 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $872 | 44 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $634 | 44 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||