WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in ALLY — Ally Financial Inc.
CIK 1632972
PLYMOUTH, MN
Position in ALLY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,193,672
+$2,112,913 QoQ
Shares Held
91,266
+72.1% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#169
of 609 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ALLY Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $500,554,692 across 26 Credit Services names. ALLY ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
611,261 | $209,717,536 | |
| 2 | MA |
Mastercard Inc
|
234,497 | $120,437,659 | |
| 3 | AXP |
American Express Co
|
243,959 | $82,519,131 | |
| 4 | COF |
Capital One Financial Corp
|
199,154 | $39,954,275 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
275,796 | $11,908,871 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
97,479 | $5,943,294 | |
| 7 | SYF |
Synchrony Financial
|
72,910 | $5,544,805 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
254,077 | $4,555,600 |
All Filings in ALLY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,193,672 | 91,266 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,080,759 | 53,040 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,430,756 | 31,591 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,056,322 | 26,947 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $873,297 | 22,421 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,505,233 | 68,693 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,796,084 | 50,466 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,261,307 | 31,795 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,309,149 | 32,253 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,109,373 | 31,769 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $564,815 | 21,170 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $1,226,607 | 44,075 | Shares | Sole | 2022-10-17 | |
| 2021-09-30 | $5,141,756 | 100,720 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $3,743,532 | 75,111 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,176,499 | 26,023 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $917,710 | 25,735 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,564,844 | 62,419 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||