Position in ALLY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$322,798
+$61,056 QoQ
Shares Held
7,025
+5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#391
of 609 holders
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ALLY Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $23,042,466 across 9 Credit Services names. ALLY ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
33,052 | $11,339,810 | |
| 2 | MA |
Mastercard Inc
|
6,759 | $3,471,422 | |
| 3 | AXP |
American Express Co
|
7,670 | $2,594,377 | |
| 4 | SEZL |
Sezzle Inc.
|
9,092 | $1,560,459 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
72,255 | $1,295,532 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
28,052 | $1,211,285 | |
| 7 | COF |
Capital One Financial Corp
|
4,245 | $851,631 | |
| 8 | AGM |
Federal Agricultural Mortgage Corp
|
1,983 | $395,152 |
All Filings in ALLY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,798 | 7,025 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $261,742 | 6,672 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $284,919 | 6,291 | Shares | Other | 2026-01-27 | |
| 2023-03-31 | $10,043 | 394 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,256 | 624 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $552,278 | 16,481 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,467,884 | 33,760 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,842,364 | 38,697 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,157,609 | 22,676 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,093,340 | 21,937 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,034,223 | 22,876 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $2,027,561 | 80,876 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||