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Ray Dalio’s USB Holdings & Trades

First Buy
Q2 2013
Duration Held
30 Quarters
Largest Add
Q4 2025
+415,303 Shares
Current Position
547,558 Shares
$29.22 M Value

Ray Dalio's USB Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 547,558 shares of U.S. Bancorp (USB) worth $29.22 M, representing 0.11% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 30 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in USB, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 415,303 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +415,303 Add 314.02% 547,558 $53.36
Q3 2025 +132,255 New Buy 132,255 $48.33
Q2 2025 -122,009 Sold Out 0 $0.00
Q1 2025 +122,009 New Buy 122,009 $42.22
Q2 2023 -97,729 Sold Out 0 $0.00
Q1 2023 -608,066 Reduce 86.15% 97,729 $36.05
Q4 2022 +330,660 Add 88.14% 705,795 $43.61
Q3 2022 -31,270 Reduce 7.69% 375,135 $40.32
Q2 2022 +104,594 Add 34.66% 406,405 $46.02
Q1 2022 +36,507 Add 13.76% 301,811 $53.15
Q4 2021 -319,261 Reduce 54.62% 265,304 $56.17
Q3 2021 +73,541 Add 14.39% 584,565 $59.44
Q2 2021 +46,855 Add 10.09% 511,024 $56.97
Q1 2021 +257,815 Add 124.94% 464,169 $55.31
Q4 2020 +206,354 New Buy 206,354 $46.59
Q1 2020 -325,383 Sold Out 0 $0.00
Q4 2019 +325,383 New Buy 325,383 $59.29
Q2 2019 -12,238 Sold Out 0 $0.00
Q1 2019 +12,238 New Buy 12,238 $48.21
Q2 2018 -42,794 Sold Out 0 $0.00
Q1 2018 +42,794 New Buy 42,794 $50.50
Q3 2017 -4,118 Sold Out 0 $0.00
Q2 2017 -21,307 Reduce 83.80% 4,118 $51.97
Q1 2017 -35,475 Reduce 58.25% 25,425 $51.48
Q4 2016 +60,900 New Buy 60,900 $51.36
Q1 2015 -12,784 Sold Out 0 $0.00
Q4 2014 +12,784 New Buy 12,784 $44.98
Q4 2013 -39,884 Sold Out 0 $0.00
Q3 2013 -13,100 Reduce 24.72% 39,884 $36.58
Q2 2013 +52,984 Add 0.00% 52,984 $36.14

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 30 quarters since Q2 2013.

Ray Dalio's largest addition to U.S. Bancorp (USB) was in Q4 2025, adding 547,558 shares worth $29.22 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 547,558 shares of U.S. Bancorp (USB), valued at approximately $29.22 M.

As of the Q4 2025 filing, U.S. Bancorp (USB) represents approximately 0.11% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in U.S. Bancorp (USB) was 705,795 shares, as reported at the end of Q4 2022.