Position in ALLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,042,644
+$502,557 QoQ
Shares Held
109,742
-5.2% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#157
of 609 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in ALLY Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $18,891,370 across 6 Credit Services names. ALLY ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
283,951 | $12,261,004 | |
| 2 | ALLY |
Ally Financial Inc.
This page
|
109,742 | $5,042,644 | |
| 3 | AXP |
American Express Co
|
2,109 | $713,369 | |
| 4 | MA |
Mastercard Inc
|
638 | $327,676 | |
| 5 | SYF |
Synchrony Financial
|
4,036 | $306,937 | |
| 6 | COF |
Capital One Financial Corp
|
1,195 | $239,740 |
All Filings in ALLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,042,644 | 109,742 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,540,087 | 115,730 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,917,183 | 130,651 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,483,805 | 139,893 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,726,740 | 147,028 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $8,050,387 | 220,740 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $8,183,740 | 227,263 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,454,226 | 237,545 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $240,915 | 6,073 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $265,418 | 6,539 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||