Position in ALLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$406,289
+$339,834 QoQ
Shares Held
8,842
+422.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 609 holders
Holding Since
Jun 2020
25 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, 2026NewEdge Advisors, LLC holds $384,453,560 across 20 Credit Services names. ALLY ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
760,691 | $260,985,475 | |
| 2 | MA |
Mastercard Inc
|
115,937 | $59,545,243 | |
| 3 | AXP |
American Express Co
|
112,398 | $38,018,623 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
555,799 | $9,965,476 | |
| 5 | COF |
Capital One Financial Corp
|
39,306 | $7,885,569 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
31,612 | $2,577,958 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
27,688 | $1,195,567 | |
| 8 | SYF |
Synchrony Financial
|
14,616 | $1,111,546 |
All Filings in ALLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,289 | 8,842 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $66,455 | 1,694 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $89,538 | 1,977 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $81,888 | 2,089 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $81,366 | 2,089 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $81,510 | 2,235 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $65,538 | 1,820 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $64,773 | 1,820 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,204,029 | 131,183 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $763,660 | 18,814 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,507 | 530 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,846 | 519 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,018 | 519 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $196,655 | 7,715 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $54,010 | 14,175 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $341,696 | 12,278 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $363,918 | 10,860 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $615,024 | 14,145 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,104,932 | 23,208 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,693,226 | 33,168 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,615,314 | 32,410 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,475,157 | 32,629 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $923,629 | 25,901 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $467,630 | 18,653 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $204,249 | 10,300 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||