Position in ALLY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$47,925
+$8,186 QoQ
Shares Held
1,043
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#479
of 609 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in ALLY Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $36,531,024 across 14 Credit Services names. ALLY ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
33,293 | $17,099,284 | |
| 2 | V |
Visa Inc.
|
40,035 | $13,735,608 | |
| 3 | AXP |
American Express Co
|
5,286 | $1,787,989 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
77,238 | $1,384,877 | |
| 5 | COF |
Capital One Financial Corp
|
5,905 | $1,184,661 | |
| 6 | ENVA |
Enova International, Inc.
|
3,527 | $849,054 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
2,668 | $217,575 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
2,441 | $105,402 |
All Filings in ALLY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,925 | 1,043 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $39,739 | 1,013 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $56,295 | 1,243 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $122,774 | 3,132 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $123,159 | 3,162 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $120,788 | 3,312 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $120,381 | 3,343 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $131,540 | 3,696 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $152,253 | 3,838 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $157,123 | 3,871 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $148,270 | 4,246 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $110,615 | 4,146 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $100,504 | 3,721 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $75,858 | 2,976 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $91,394 | 3,738 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $96,904 | 3,482 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $255,245 | 7,617 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $370,058 | 8,511 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $515,378 | 10,825 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $357,196 | 6,997 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $325,903 | 6,539 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $643,609 | 14,236 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||