Waterfront Wealth Inc.

Position in ALLY — Ally Financial Inc.

CIK 1775210 OVERLAND PARK, KS

Position in ALLY

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

Position Value

$2,398,635

+$362,402 QoQ

Shares Held

52,201

+0.6% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#208

of 608 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterfront Wealth Inc. holds $9,295,726 across 4 Credit Services names. ALLY ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PYPL	PayPal Holdings, Inc.	97,394	$4,205,472
2	ALLY	Ally Financial Inc. This page	52,201	$2,398,635
3	MA	Mastercard Inc	2,741	$1,407,777
4	V	Visa Inc.	3,742	$1,283,842

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,398,635	52,201	+0.6%	Shares	Sole	2026-07-30
2026-03-31	$2,036,233	51,905	+6.4%	Shares	Sole	2026-04-30
2025-12-31	$2,209,427	48,784	-0.1%	Shares	Sole	2026-01-27
2025-09-30	$1,914,880	48,849	+28.4%	Shares	Sole	2025-11-06
2025-06-30	$1,481,580	38,038	-0.4%	Shares	Sole	2025-08-04
2025-03-31	$1,392,242	38,175	-25.0%	Shares	Sole	2025-04-25
2024-12-31	$1,833,773	50,924	+0.8%	Shares	Sole	2025-02-03
2024-09-30	$1,798,540	50,535	+21.8%	Shares	Sole	2024-10-31
2024-06-30	$1,646,265	41,499	-2.4%	Shares	Sole	2024-08-01
2024-03-31	$1,725,724	42,516	-25.1%	Shares	Sole	2024-05-13
2023-12-31	$1,981,360	56,740	-34.6%	Shares	Sole	2024-01-31
2023-09-30	$2,314,570	86,753	+4.3%	Shares	Sole	2023-11-09
2023-06-30	$2,247,610	83,214	-6.7%	Shares	Sole	2023-07-28
2023-03-31	$2,274,549	89,233	-19.5%	Shares	Sole	2023-04-19
2022-12-31	$2,711,676	110,907	+24.8%	Shares	Sole	2023-01-31
2022-09-30	$2,472,639	88,848	+14.1%	Shares	Sole	2022-11-02
2022-06-30	$2,609,490	77,872	+6.9%	Shares	Sole	2022-07-25
2022-03-31	$3,168,126	72,864	+16.1%	Shares	Sole	2022-05-13
2021-12-31	$2,987,337	62,746	+4.0%	Shares	Sole	2022-02-14
2021-09-30	$3,078,978	60,313	+1.1%	Shares	Sole	2021-11-02
2021-06-30	$2,974,650	59,684	-10.8%	Shares	Sole	2021-08-04
2021-03-31	$3,024,549	66,900	-3.5%	Shares	Sole	2021-04-23
2020-12-31	$2,471,951	69,320	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.