Position in ALLY
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$349,403
+$145,839 QoQ
Shares Held
7,604
+46.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#380
of 609 holders
Holding Since
Dec 2021
11 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, 2026Beacon Pointe Advisors, LLC holds $201,416,647 across 11 Credit Services names. ALLY ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
319,231 | $109,524,963 | |
| 2 | MA |
Mastercard Inc
|
72,500 | $37,236,000 | |
| 3 | AXP |
American Express Co
|
90,500 | $30,611,625 | |
| 4 | COF |
Capital One Financial Corp
|
67,023 | $13,446,154 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
149,879 | $6,471,775 | |
| 6 | CACC |
Credit Acceptance Corp
|
1,723 | $1,097,103 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
52,919 | $948,837 | |
| 8 | WU |
Western Union CO
|
114,804 | $883,990 |
All Filings in ALLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,403 | 7,604 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $203,564 | 5,189 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $359,174 | 10,092 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $403,324 | 10,167 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $410,121 | 10,104 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $339,003 | 9,708 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $272,883 | 10,228 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $257,378 | 9,529 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $282,790 | 8,439 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $385,406 | 8,864 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $233,527 | 4,905 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||