Legacy Trust

Position in ALLY — Ally Financial Inc.

CIK 1772483 GRAND RAPIDS, MI

Position in ALLY

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$4,906,449

+$814,251 QoQ

Shares Held

106,778

+2.4% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#158

of 609 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Trust holds $30,875,226 across 5 Credit Services names. ALLY ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	35,430	$12,155,678
2	AXP	American Express Co	31,345	$10,602,446
3	ALLY	Ally Financial Inc. This page	106,778	$4,906,449
4	PYPL	PayPal Holdings, Inc.	54,432	$2,350,373
5	MA	Mastercard Inc	1,675	$860,280

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,906,449	106,778	+2.4%	Shares	Sole	2026-07-31
2026-03-31	$4,092,198	104,313	+3.6%	Shares	Sole	2026-04-14
2025-12-31	$4,558,121	100,643	+2.9%	Shares	Sole	2026-01-22
2025-09-30	$3,835,445	97,843	-0.5%	Shares	Sole	2025-10-24
2025-06-30	$3,829,135	98,309	-10.9%	Shares	Sole	2025-07-22
2025-03-31	$4,024,865	110,361	+2.5%	Shares	Sole	2025-04-16
2024-12-31	$3,878,997	107,720	-0.5%	Shares	Sole	2025-01-23
2024-09-30	$3,854,930	108,315	-0.9%	Shares	Sole	2024-10-29
2024-06-30	$4,335,097	109,279	+12.0%	Shares	Sole	2024-07-16
2024-03-31	$3,960,528	97,574	+9.8%	Shares	Sole	2024-04-23
2023-12-31	$3,101,943	88,830	-12.8%	Shares	Sole	2024-01-24
2023-09-30	$2,719,198	101,919	+24.0%	Shares	Sole	2023-10-16
2023-06-30	$2,220,249	82,201	+4.6%	Shares	Sole	2023-08-08
2023-03-31	$2,003,972	78,618	+11.3%	Shares	Sole	2023-04-19
2022-12-31	$1,726,781	70,625	—	Shares	Sole	2023-04-03
No filing history on record for this holder in this stock.