Skip to content
User

Donald G. Smith

Donald Smith & Co.

Donald Smith & Co. Ally Financial Inc stake

total: 237

Donald Smith & Co. ALLY trades

Total transactions:
15
New positions:
1
Added:
9
Reduced:
5
Held since:
2022 Q4
Held for:
15 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Donald Smith & Co. holds 3,754,280 Ally Financial Inc (ALLY) shares with a market value of roughly $172.51M accounting for 3.05% of the overall portfolio. To date, the estimated cost basis is nearly $31.71 for "buy" trades and estimated average "sell" price is $42.36. Donald Smith & Co. first purchased ALLY in 2022 Q4, initially acquiring 500,000 shares. Since the initial investment in Ally Financial Inc (ALLY), Donald Smith & Co. has made 14 more transactions.

How many ALLY shares does Donald Smith & Co. currently hold?

According to 2026 Q2 report, Donald Smith & Co. holds 3,754,280 shares of Ally Financial Inc (ALLY), valued at around $172.51M.

When did Donald Smith & Co. buy Ally Financial Inc (ALLY)?

Donald Smith & Co. first invested in Ally Financial Inc (ALLY) in 2022 Q4 at the reported quarter-end price of $24.45 per share.

What's the cost basis of Donald Smith & Co.'s ALLY stake?

The estimated cost basis for Ally Financial Inc (ALLY) stake is around $31.71 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$31.70
Weighted AVG sell price:
$42.36

Donald Smith & Co.'s historical trades in Ally Financial Inc

15 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
3.05%
3,754,280
$45.95
$172,509,166
-6.60% (-265,435)
-0.22%
2026 Q1
2.84%
4,019,715
$39.23
$157,693,419
+47.63% (+1,296,806)
+0.92%
2025 Q4
2.31%
2,722,909
$45.29
$123,320,549
+6.37% (+163,046)
+0.14%
2025 Q3
2.00%
2,559,863
$39.20
$100,346,630
-0.62% (-15,861)
-0.01%
2025 Q2
2.36%
2,575,724
$38.95
$100,324,450
-0.55% (-14,358)
-0.01%
2025 Q1
2.31%
2,590,082
$36.47
$94,460,291
+2.13% (+54,016)
+0.05%
2024 Q4
2.18%
2,536,066
$36.01
$91,323,737
+0.81% (+20,499)
+0.02%
2024 Q3
2.11%
2,515,567
$35.59
$89,529,030
-1.49% (-38,104)
-0.03%
2024 Q2
2.58%
2,553,671
$39.67
$101,304,129
-7.96% (-220,816)
-0.2%
2024 Q1
2.62%
2,774,487
$40.59
$112,616,427
+0.79% (+21,657)
+0.02%
2023 Q4
2.47%
$34.92
+21.96% (+495,584)
2023 Q3
2.07%
$26.68
+0.34% (+7,626)
2023 Q2
2.09%
$27.01
+14.54% (+285,524)
2023 Q1
1.85%
$25.49
+292.82% (+1,464,096)
2022 Q4
0.48%
$24.45
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.