Position in ALLY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,940
+$430 QoQ
Shares Held
64
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#551
of 609 holders
Holding Since
Dec 2021
12 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, 2026Beaird Harris Wealth Management, LLC holds $332,379 across 10 Credit Services names. ALLY ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
445 | $150,521 | |
| 2 | V |
Visa Inc.
|
348 | $119,395 | |
| 3 | MA |
Mastercard Inc
|
66 | $33,897 | |
| 4 | COF |
Capital One Financial Corp
|
64 | $12,839 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
68 | $7,367 | |
| 6 | SYF |
Synchrony Financial
|
40 | $3,042 | |
| 7 | ALLY |
Ally Financial Inc.
This page
|
64 | $2,940 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
80 | $1,434 |
All Filings in ALLY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,940 | 64 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,510 | 64 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,800 | 106 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $4,155 | 106 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,739 | 96 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,531 | 42 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,512 | 42 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,494 | 42 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $1,666 | 42 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,704 | 42 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,466 | 42 | Shares | Sole | 2024-02-27 | |
| 2021-12-31 | $2,428 | 51 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||