Jeffrey A. Belisle

Ally Financial Inc.

Assets Managed

$803.752M

Holdings

125

Last Quarter

2026 - Q1

Filed Date

1mo 24d ago

Growth Rate

-1.86%(2Q avg: -0.36%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ally Financial Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 125 positions.

Assets under management

The assets under management (AUM) of Ally Financial Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 803.752M in assets, with a quarterly growth rate of -1.86% and a 2-quarter average growth rate of -0.36%. The portfolio is managed by Jeffrey A. Belisle, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPY Spdr S&p 500 Etf Trust Recent Activity New Position	11.9%	$95.6M 147,000 shares@ $650.34 avg price	New Position
TLT Ishares 20+ Year Treasury Bd Recent Activity	9.42%	$75.68M 873,000 shares@ $86.69 avg price
AMZN Amazon.com Inc Recent Activity	4.62%	$37.072M 178,000 shares@ $208.27 avg price
MSFT Microsoft Corp Recent Activity Increased 107.15%	4.01%	$32.205M 87,000 shares@ $370.17 avg price	Increased 107.15%
NVDA Nvidia Corp Recent Activity Increased 36.85%	3.39%	$27.206M 156,000 shares@ $174.4 avg price	Increased 36.85%
RSP Invesco S&p 500 Equal Weight Recent Activity Decreased -82.94%	3.13%	$25.142M 131,000 shares@ $191.92 avg price	Decreased -82.94%
QQQ Invesco Qqq Trust Series 1 Recent Activity New Position	3.09%	$24.819M 43,000 shares@ $577.18 avg price	New Position
META Meta Platforms Inc-class A Recent Activity Increased 31.49%	2.53%	$20.311M 35,500 shares@ $572.13 avg price	Increased 31.49%
BRK.B Berkshire Hathaway Inc-cl B Recent Activity	2.51%	$20.126M 42,000 shares@ $479.2 avg price
GOOG Alphabet Inc-cl C Recent Activity New Position	2.34%	$18.789M 65,500 shares@ $286.86 avg price	New Position

1-10 of 125