Position in ALLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,600,723
+$576,573 QoQ
Shares Held
56,599
+9.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#201
of 608 holders
Holding Since
Jun 2024
4 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, 2026Concurrent Investment Advisors, LLC holds $91,914,045 across 10 Credit Services names. ALLY ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
119,124 | $40,870,252 | |
| 2 | MA |
Mastercard Inc
|
43,352 | $22,265,587 | |
| 3 | AXP |
American Express Co
|
36,558 | $12,365,743 | |
| 4 | COF |
Capital One Financial Corp
|
44,098 | $8,846,940 | |
| 5 | ALLY |
Ally Financial Inc.
This page
|
56,599 | $2,600,723 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
124,688 | $2,235,655 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
27,192 | $1,174,149 | |
| 8 | SYF |
Synchrony Financial
|
9,189 | $698,823 |
All Filings in ALLY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,600,723 | 56,599 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,024,150 | 51,597 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,893,709 | 41,813 | Shares | Sole | 2026-01-29 | |
| 2024-06-30 | $1,348,899 | 34,003 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||