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Ray Dalio’s BAC Holdings & Trades

First Buy
Q2 2013
Duration Held
33 Quarters
Largest Add
Q4 2022
+1.94 M Shares
Current Position
1.01 M Shares
$55.57 M Value

Ray Dalio's BAC Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 1.01 M shares of Bank of America Corporation (BAC) worth $55.57 M, representing 0.20% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 33 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in BAC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 1.94 M shares. Largest reduction occurred in Q1 2023, reducing 3.21 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +209,091 Add 0.00% 209,091 $12.86
Q3 2013 +59,800 Add 28.60% 268,891 $13.80
Q4 2013 -268,891 Sold Out 0 $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 0 $0.00
Q3 2015 +30,591 New Buy 30,591 $15.59
Q4 2015 -30,591 Sold Out 0 $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 0 $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 0 $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 0 $0.00
Q4 2019 +1.88 M New Buy 1.88 M $35.22
Q1 2020 -1.88 M Sold Out 0 $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 0 $0.00
Q3 2024 +331,697 New Buy 331,697 $39.68
Q4 2024 -331,697 Sold Out 0 $0.00
Q3 2025 +571,084 New Buy 571,084 $51.59
Q4 2025 +439,309 Add 76.93% 1.01 M $55.00

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 33 quarters since Q2 2013.

Ray Dalio's largest addition to Bank of America Corporation (BAC) was in Q4 2022, adding 3,205,636 shares worth $106.17 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 1,010,393 shares of Bank of America Corporation (BAC), valued at approximately $55.57 M.

As of the Q4 2025 filing, Bank of America Corporation (BAC) represents approximately 0.20% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in Bank of America Corporation (BAC) was 3,205,636 shares, as reported at the end of Q4 2022.