Ray Dalio’s BAC Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q4 2022
+1.94 M Shares
Current Position
571,084 Shares
$29.46 M Value

Ray Dalio's BAC Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 571,084 shares of Bank of America Corporation (BAC) worth $29.46 M, representing 0.12% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in BAC, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2022, adding 1.94 M shares. Largest reduction occurred in Q3 2024, reducing 2.87 M shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Bank of America Corporation (BAC) Holding Value Over Time

Track share changes against reported price movement

Quarterly Bank of America Corporation (BAC) Trades by Ray Dalio

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +209,092 Add 0.00% 209,091 $12.86
Q3 2013 +59,800 Add 28.60% 268,891 $13.80
Q4 2013 -268,891 Sold Out 268,891 $0.00
Q4 2014 +95,391 New Buy 95,391 $17.89
Q1 2015 -80,100 Reduce 83.97% 15,291 $15.37
Q2 2015 -15,291 Sold Out 15,291 $0.00
Q3 2015 +30,591 New Buy 30,591 $15.59
Q4 2015 -30,591 Sold Out 30,591 $0.00
Q4 2016 +335,300 New Buy 335,300 $22.10
Q1 2017 -292,992 Reduce 87.38% 42,308 $23.59
Q2 2017 -42,308 Sold Out 42,308 $0.00
Q1 2018 +60,799 New Buy 60,799 $29.98
Q2 2018 -50,885 Reduce 83.69% 9,914 $28.14
Q3 2018 -9,914 Sold Out 9,914 $0.00
Q4 2018 +134,536 New Buy 134,536 $24.64
Q1 2019 +12,098 Add 8.99% 146,634 $27.59
Q2 2019 -146,634 Sold Out 146,634 $0.00
Q4 2019 +1.88 M New Buy 1.88 M $35.22
Q1 2020 -1.88 M Sold Out 1.88 M $0.00
Q4 2020 +1.4 M New Buy 1.4 M $30.31
Q1 2021 +431,445 Add 30.83% 1.83 M $38.69
Q2 2021 +96,260 Add 5.26% 1.93 M $41.23
Q3 2021 +461,968 Add 23.97% 2.39 M $42.45
Q4 2021 -1.41 M Reduce 59.10% 977,097 $44.49
Q1 2022 +392,783 Add 40.20% 1.37 M $41.22
Q2 2022 +645,456 Add 47.12% 2.02 M $31.13
Q3 2022 -745,657 Reduce 37.00% 1.27 M $30.20
Q4 2022 +1.94 M Add 152.48% 3.21 M $33.12
Q1 2023 -3.21 M Sold Out 3.21 M $0.00
Q3 2024 +331,697 New Buy 331,697 $39.68
Q4 2024 -331,697 Sold Out 331,697 $0.00
Q3 2025 +571,084 New Buy 571,084 $51.59

Ray Dalio's Bank of America Corporation Investment FAQs

Ray Dalio first purchased Bank of America Corporation (BAC) in Q2 2013, acquiring 209,091 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Bank of America Corporation (BAC) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's largest addition to Bank of America Corporation (BAC) was in Q4 2022, adding 3,205,636 shares worth $106.17 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 571,084 shares of Bank of America Corporation (BAC), valued at approximately $29.46 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Bank of America Corporation (BAC) represents approximately 0.12% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's peak holding in Bank of America Corporation (BAC) was 3,205,636 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.