Position in ALLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,883
+$275 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#568
of 609 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALLY Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Bell Investment Advisors, Inc holds $1,066,964 across 21 Credit Services names. ALLY ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,398 | $479,639 | |
| 2 | MA |
Mastercard Inc
|
495 | $254,232 | |
| 3 | AXP |
American Express Co
|
449 | $151,874 | |
| 4 | COF |
Capital One Financial Corp
|
353 | $70,818 | |
| 5 | SYF |
Synchrony Financial
|
250 | $19,012 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
1,002 | $17,965 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
194 | $15,820 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
94 | $10,184 |
All Filings in ALLY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,883 | 41 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,608 | 41 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,856 | 41 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $3,175 | 81 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $3,154 | 81 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,954 | 81 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,916 | 81 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,843 | 108 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,284 | 108 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,383 | 108 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,771 | 108 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,962 | 186 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,214 | 119 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,554 | 61 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,039 | 247 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,729 | 134 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,232 | 186 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $3,856 | 81 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,657 | 150 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||