Donald Smith & Co's ALLY Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 2.72 M shares of Ally Financial Inc. (ALLY) worth $123.32 M, representing 2.31% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Donald Smith & Co has maintained a strategic position in ALLY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 1.46 M shares. Largest reduction occurred in Q2 2024, reducing 220,816 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Ally Financial (ALLY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ally Financial (ALLY) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +163,046 | Add 6.37% | 2.72 M | $45.29 |
| Q3 2025 | -15,861 | Reduce 0.62% | 2.56 M | $39.20 |
| Q2 2025 | -14,358 | Reduce 0.55% | 2.58 M | $38.95 |
| Q1 2025 | +54,016 | Add 2.13% | 2.59 M | $36.47 |
| Q4 2024 | +20,499 | Add 0.81% | 2.54 M | $36.01 |
| Q3 2024 | -38,104 | Reduce 1.49% | 2.52 M | $35.59 |
| Q2 2024 | -220,816 | Reduce 7.96% | 2.55 M | $39.67 |
| Q1 2024 | +21,657 | Add 0.79% | 2.77 M | $40.59 |
| Q4 2023 | +495,584 | Add 21.96% | 2.75 M | $34.92 |
| Q3 2023 | +7,626 | Add 0.34% | 2.26 M | $26.68 |
| Q2 2023 | +285,524 | Add 14.54% | 2.25 M | $27.01 |
| Q1 2023 | +1.46 M | Add 292.82% | 1.96 M | $25.49 |
| Q4 2022 | +500,000 | New Buy | 500,000 | $24.45 |
Donald Smith & Co's Ally Financial Investment FAQs
Donald Smith & Co first purchased Ally Financial Inc. (ALLY) in Q4 2022, acquiring 500,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held Ally Financial Inc. (ALLY) for 13 quarters since Q4 2022.
Donald Smith & Co's largest addition to Ally Financial Inc. (ALLY) was in Q1 2023, adding 1,964,096 shares worth $50.06 M.
According to the latest 13F filing for Q4 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 2,722,909 shares of Ally Financial Inc. (ALLY), valued at approximately $123.32 M.
As of the Q4 2025 filing, Ally Financial Inc. (ALLY) represents approximately 2.31% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in Ally Financial Inc. (ALLY) was 2,774,487 shares, as reported at the end of Q1 2024.