Position in ALLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$615,132
+$184,740 QoQ
Shares Held
13,387
+22.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#316
of 598 holders
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALLY Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $145,845,439 across 16 Credit Services names. ALLY ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
197,131 | $67,633,674 | |
| 2 | MA |
Mastercard Inc
|
53,388 | $27,420,076 | |
| 3 | AXP |
American Express Co
|
68,800 | $23,271,600 | |
| 4 | ATLC |
Atlanticus Holdings Corp
|
118,939 | $12,161,512 | |
| 5 | COF |
Capital One Financial Corp
|
45,851 | $9,198,627 | |
| 6 | SYF |
Synchrony Financial
|
18,879 | $1,435,747 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
20,582 | $888,730 | |
| 8 | ALLY |
Ally Financial Inc.
This page
|
13,387 | $615,132 |
All Filings in ALLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,132 | 13,387 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $430,392 | 10,971 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $292,482 | 6,458 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $245,744 | 6,269 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $236,699 | 6,077 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $254,122 | 6,968 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $227,259 | 6,311 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $227,182 | 5,597 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $243,603 | 9,019 | Shares | Sole | 2023-07-13 | |
| 2022-09-30 | $233,772 | 8,400 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||