Ray Dalio’s USB Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q4 2022
+330,660 Shares
Current Position
132,255 Shares
$6.39 M Value

Ray Dalio's USB Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 132,255 shares of U.S. Bancorp (USB) worth $6.39 M, representing 0.03% 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 USB, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2022, adding 330,660 shares. Largest reduction occurred in Q1 2023, reducing 608,066 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's US Ban (USB) Holding Value Over Time

Track share changes against reported price movement

Quarterly US Ban (USB) Trades by Ray Dalio

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +52,985 Add 0.00% 52,984 $36.14
Q3 2013 -13,100 Reduce 24.72% 39,884 $36.58
Q4 2013 -39,884 Sold Out 39,884 $0.00
Q4 2014 +12,784 New Buy 12,784 $44.98
Q1 2015 -12,784 Sold Out 12,784 $0.00
Q4 2016 +60,900 New Buy 60,900 $51.36
Q1 2017 -35,475 Reduce 58.25% 25,425 $51.48
Q2 2017 -21,307 Reduce 83.80% 4,118 $51.97
Q3 2017 -4,118 Sold Out 4,118 $0.00
Q1 2018 +42,794 New Buy 42,794 $50.50
Q2 2018 -42,794 Sold Out 42,794 $0.00
Q1 2019 +12,238 New Buy 12,238 $48.21
Q2 2019 -12,238 Sold Out 12,238 $0.00
Q4 2019 +325,383 New Buy 325,383 $59.29
Q1 2020 -325,383 Sold Out 325,383 $0.00
Q4 2020 +206,354 New Buy 206,354 $46.59
Q1 2021 +257,815 Add 124.94% 464,169 $55.31
Q2 2021 +46,855 Add 10.09% 511,024 $56.97
Q3 2021 +73,541 Add 14.39% 584,565 $59.44
Q4 2021 -319,261 Reduce 54.62% 265,304 $56.17
Q1 2022 +36,507 Add 13.76% 301,811 $53.15
Q2 2022 +104,594 Add 34.66% 406,405 $46.02
Q3 2022 -31,270 Reduce 7.69% 375,135 $40.32
Q4 2022 +330,660 Add 88.14% 705,795 $43.61
Q1 2023 -608,066 Reduce 86.15% 97,729 $36.05
Q2 2023 -97,729 Sold Out 97,729 $0.00
Q1 2025 +122,009 New Buy 122,009 $42.22
Q2 2025 -122,009 Sold Out 122,009 $0.00
Q3 2025 +132,255 New Buy 132,255 $48.33

Ray Dalio's US Ban Investment FAQs

Ray Dalio first purchased U.S. Bancorp (USB) in Q2 2013, acquiring 52,984 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 U.S. Bancorp (USB) 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 U.S. Bancorp (USB) was in Q4 2022, adding 705,795 shares worth $30.78 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 132,255 shares of U.S. Bancorp (USB), valued at approximately $6.39 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, U.S. Bancorp (USB) represents approximately 0.03% 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 U.S. Bancorp (USB) was 705,795 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.