Total Wealth Planning & Management, Inc.
Position in ALLY — Ally Financial Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in ALLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$771,684
+$192,179 QoQ
Shares Held
16,794
+13.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#298
of 609 holders
Holding Since
Dec 2024
6 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, 2026Total Wealth Planning & Management, Inc. holds $1,522,364 across 2 Credit Services names. ALLY ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALLY |
Ally Financial Inc.
This page
|
16,794 | $771,684 | |
| 2 | V |
Visa Inc.
|
2,188 | $750,680 |
All Filings in ALLY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,684 | 16,794 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $579,505 | 14,772 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $648,371 | 14,316 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $529,213 | 13,587 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $432,060 | 11,847 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $377,600 | 10,486 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||