Position in ALLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$624,092
+$49,216 QoQ
Shares Held
13,582
-7.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 609 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in ALLY Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $198,884,474 across 17 Credit Services names. ALLY ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
301,198 | $103,338,021 | |
| 2 | MA |
Mastercard Inc
|
84,523 | $43,411,012 | |
| 3 | AXP |
American Express Co
|
81,908 | $27,705,381 | |
| 4 | COF |
Capital One Financial Corp
|
49,919 | $10,014,749 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
219,568 | $3,936,854 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
71,450 | $3,085,211 | |
| 7 | OPFI |
OppFi Inc.
|
189,253 | $1,879,282 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
36,838 | $1,305,170 |
All Filings in ALLY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,092 | 13,582 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $574,876 | 14,654 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $724,866 | 16,005 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $600,936 | 15,330 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $665,655 | 17,090 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $648,764 | 17,789 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $613,034 | 17,024 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $611,614 | 17,185 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $812,877 | 20,491 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $835,788 | 20,591 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $755,598 | 21,638 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $591,709 | 22,178 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $591,491 | 21,899 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $633,299 | 24,845 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $710,590 | 29,063 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $802,589 | 28,839 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,316,440 | 39,285 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,253,394 | 51,826 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $2,577,414 | 54,136 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $2,696,358 | 52,818 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $2,514,627 | 50,454 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $2,207,333 | 48,824 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,189,510 | 33,357 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $586,512 | 23,395 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||