Pathstone Holdings, LLC

Position in ALLY — Ally Financial Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in ALLY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,881,422

+$310,655 QoQ

Shares Held

40,945

+2.3% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#232

of 609 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 65% Shared 4% None 31%

Financial Services · as of Jun 30, 2026

Pathstone Holdings, LLC holds $295,531,042 across 18 Credit Services names. ALLY ranks #10 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	295,647	$101,433,527
2	MA	Mastercard Inc	176,316	$90,555,896
3	AXP	American Express Co	112,055	$37,902,603
4	COF	Capital One Financial Corp	113,408	$22,751,911
5	UPST	Upstart Holdings, Inc.	335,278	$11,878,899
6	AFRM	Affirm Holdings, Inc.	139,474	$11,374,104
7	SYF	Synchrony Financial	45,958	$3,495,104
8	PYPL	PayPal Holdings, Inc.	78,225	$3,377,754

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,881,422	40,945	+2.3%	Shares	Defined	2026-08-13
2026-03-31	$1,570,767	40,040	-34.0%	Shares	Sole	2026-05-11
2025-12-31	$2,747,789	60,671	-0.8%	Shares	Other	2026-02-13
2025-09-30	$2,396,372	61,132	+1.3%	Shares	Defined	2025-11-13
2025-06-30	$2,350,905	60,357	+4.5%	Shares	Defined	2025-08-12
2025-03-31	$2,106,725	57,766	+1.2%	Shares	Other	2025-05-15
2024-12-31	$2,054,838	57,063	-4.5%	Shares	Defined	2025-02-14
2024-09-30	$2,126,181	59,741	+127.0%	Shares	Defined	2024-11-07
2024-06-30	$1,044,152	26,321	+18.7%	Shares	Other	2024-08-14
2024-03-31	$899,797	22,168	+62.8%	Shares	Defined	2024-05-13
2023-12-31	$475,504	13,617	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.