Ray Dalio's TFC Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 889,942 shares of Truist Financial Corporation (TFC) worth $43.79 M, representing 0.16% of the portfolio. First purchased in 2019-Q4, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in TFC, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 515,936 shares. Largest reduction occurred in Q1 2023, reducing 560,962 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Truist Financial Corporation (TFC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Truist Financial Corporation (TFC) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +157,422 | Add 21.49% | 889,942 | $49.21 |
| Q3 2025 | +515,936 | Add 238.22% | 732,520 | $45.72 |
| Q2 2025 | +216,584 | New Buy | 216,584 | $42.99 |
| Q2 2024 | -90,614 | Sold Out | 0 | $0.00 |
| Q1 2024 | +90,614 | New Buy | 90,614 | $38.98 |
| Q1 2023 | -560,962 | Sold Out | 0 | $0.00 |
| Q4 2022 | +246,492 | Add 78.38% | 560,962 | $43.03 |
| Q3 2022 | -46,441 | Reduce 12.87% | 314,470 | $43.54 |
| Q2 2022 | +86,146 | Add 31.35% | 360,911 | $47.43 |
| Q1 2022 | +36,607 | Add 15.37% | 274,765 | $56.70 |
| Q4 2021 | -289,302 | Reduce 54.85% | 238,158 | $58.55 |
| Q3 2021 | +70,091 | Add 15.32% | 527,460 | $58.65 |
| Q2 2021 | +38,116 | Add 9.09% | 457,369 | $55.50 |
| Q1 2021 | +243,069 | Add 137.96% | 419,253 | $58.32 |
| Q4 2020 | +176,184 | New Buy | 176,184 | $47.93 |
| Q1 2020 | -158,273 | Sold Out | 0 | $0.00 |
| Q4 2019 | +158,273 | New Buy | 158,273 | $56.32 |
Ray Dalio's Truist Financial Corporation Investment FAQs
Ray Dalio first purchased Truist Financial Corporation (TFC) in Q4 2019, acquiring 158,273 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 Truist Financial Corporation (TFC) for 17 quarters since Q4 2019.
Ray Dalio's largest addition to Truist Financial Corporation (TFC) was in Q3 2025, adding 732,520 shares worth $33.49 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 889,942 shares of Truist Financial Corporation (TFC), valued at approximately $43.79 M.
As of the Q4 2025 filing, Truist Financial Corporation (TFC) represents approximately 0.16% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Truist Financial Corporation (TFC) was 889,942 shares, as reported at the end of Q4 2025.