Gladstone Institutional Advisory LLC

Position in ALLY — Ally Financial Inc.

CIK 1766530 Bedminster, NJ

Position in ALLY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$237,377

+$31,381 QoQ

Shares Held

5,166

-1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#420

of 609 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $23,605,136 across 9 Credit Services names. ALLY ranks #9 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	22,149	$7,599,100
2	AXP	American Express Co	20,596	$6,966,597
3	MA	Mastercard Inc	9,662	$4,962,403
4	AFRM	Affirm Holdings, Inc.	13,659	$1,113,891
5	COF	Capital One Financial Corp	4,973	$997,683
6	PYPL	PayPal Holdings, Inc.	16,947	$731,771
7	SYF	Synchrony Financial	6,981	$530,905
8	SOFI	SoFi Technologies, Inc.	25,957	$465,409

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,377	5,166	-1.6%	Shares	Sole	2026-07-27
2026-03-31	$205,996	5,251	-7.8%	Shares	Sole	2026-05-14
2025-12-31	$257,926	5,695	+8.8%	Shares	Sole	2026-02-17
2025-09-30	$205,094	5,232	-2.1%	Shares	Sole	2025-10-22
2025-06-30	$208,148	5,344	-4.0%	Shares	Sole	2025-08-12
2024-12-31	$200,467	5,567	+5.7%	Shares	Sole	2025-01-29
2024-06-30	$209,021	5,269	-5.4%	Shares	Sole	2024-08-02
2024-03-31	$226,167	5,572	-27.9%	Shares	Sole	2024-05-14
2022-09-30	$215,125	7,730	+2.4%	Shares	Sole	2023-01-30
2022-06-30	$253,034	7,551	+2.3%	Shares	Sole	2023-01-30
2022-03-31	$320,838	7,379	+16.2%	Shares	Sole	2023-01-30
2021-12-31	$302,275	6,349	+3.0%	Shares	Sole	2023-01-30
2021-09-30	$314,723	6,165	—	Shares	Sole	2023-01-30
No filing history on record for this holder in this stock.