Ray Dalio's BK Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 400,747 shares of The Bank of New York Mellon Corporation (BK) worth $43.67 M, representing 0.17% 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 BK, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2024, adding 469,398 shares. Largest reduction occurred in Q2 2025, reducing 495,228 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's The Bank of New York Mellon Corporation (BK) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Bank of New York Mellon Corporation (BK) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +39,711 | Add 0.00% | 39,710 | $28.05 |
| Q3 2013 | -39,710 | Sold Out | 39,710 | $0.00 |
| Q2 2015 | +39,210 | New Buy | 39,210 | $41.98 |
| Q3 2015 | -39,210 | Sold Out | 39,210 | $0.00 |
| Q3 2016 | +106,000 | New Buy | 106,000 | $39.88 |
| Q4 2016 | +24,800 | Add 23.40% | 130,800 | $47.38 |
| Q1 2017 | -130,800 | Sold Out | 130,800 | $0.00 |
| Q2 2019 | +380,468 | New Buy | 380,468 | $44.15 |
| Q3 2019 | -380,468 | Sold Out | 380,468 | $0.00 |
| Q4 2019 | +190,786 | New Buy | 190,786 | $50.33 |
| Q1 2020 | -190,786 | Sold Out | 190,786 | $0.00 |
| Q4 2020 | +147,431 | New Buy | 147,431 | $42.44 |
| Q1 2021 | +153,356 | Add 104.02% | 300,787 | $47.29 |
| Q2 2021 | -553 | Reduce 0.18% | 300,234 | $51.23 |
| Q3 2021 | +40,332 | Add 13.43% | 340,566 | $51.84 |
| Q4 2021 | -192,093 | Reduce 56.40% | 148,473 | $58.08 |
| Q1 2022 | -7,444 | Reduce 5.01% | 141,029 | $49.63 |
| Q2 2022 | +161,260 | Add 114.35% | 302,289 | $41.71 |
| Q3 2022 | -95,229 | Reduce 31.50% | 207,060 | $38.52 |
| Q4 2022 | +197,705 | Add 95.48% | 404,765 | $45.52 |
| Q1 2023 | -331,348 | Reduce 81.86% | 73,417 | $45.44 |
| Q2 2023 | +68,536 | Add 93.35% | 141,953 | $44.52 |
| Q3 2023 | -17,293 | Reduce 12.18% | 124,660 | $42.65 |
| Q4 2023 | +217,358 | Add 174.36% | 342,018 | $52.05 |
| Q1 2024 | +262,215 | Add 76.67% | 604,233 | $57.62 |
| Q2 2024 | -202,104 | Reduce 33.45% | 402,129 | $59.89 |
| Q3 2024 | +118,792 | Add 29.54% | 520,921 | $71.86 |
| Q4 2024 | +469,398 | Add 90.11% | 990,319 | $76.83 |
| Q1 2025 | +56,886 | Add 5.74% | 1.05 M | $83.87 |
| Q2 2025 | -495,228 | Reduce 47.29% | 551,977 | $91.11 |
| Q3 2025 | -151,230 | Reduce 27.40% | 400,747 | $108.96 |
Ray Dalio's The Bank of New York Mellon Corporation Investment FAQs
Ray Dalio first purchased The Bank of New York Mellon Corporation (BK) in Q2 2013, acquiring 39,710 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 The Bank of New York Mellon Corporation (BK) 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 The Bank of New York Mellon Corporation (BK) was in Q4 2024, adding 990,319 shares worth $76.09 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 400,747 shares of The Bank of New York Mellon Corporation (BK), valued at approximately $43.67 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Bank of New York Mellon Corporation (BK) represents approximately 0.17% 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 The Bank of New York Mellon Corporation (BK) was 1,047,205 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.