Position in ALLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,501,701
+$557,267 QoQ
Shares Held
54,444
+9.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#202
of 598 holders
Holding Since
Sep 2022
15 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, 2026Integrated Wealth Concepts LLC holds $106,342,444 across 41 Credit Services names. ALLY ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
175,952 | $60,367,371 | |
| 2 | AXP |
American Express Co
|
37,457 | $12,669,830 | |
| 3 | MA |
Mastercard Inc
|
21,289 | $10,934,030 | |
| 4 | COF |
Capital One Financial Corp
|
51,351 | $10,302,037 | |
| 5 | ALLY |
Ally Financial Inc.
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|
54,444 | $2,501,701 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
31,931 | $1,946,833 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
7,253 | $1,568,968 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
32,667 | $1,410,561 |
All Filings in ALLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,501,701 | 54,444 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,944,434 | 49,565 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $1,482,308 | 37,814 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,468,609 | 37,705 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,472,038 | 40,363 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,442,668 | 40,063 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,392,067 | 39,114 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,549,153 | 39,051 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,579,965 | 38,925 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,392,295 | 39,871 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,063,171 | 39,849 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,080,562 | 40,006 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,307,101 | 51,279 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $264,646 | 10,824 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $289,014 | 10,385 | Shares | Other | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||