Ray Dalio's ZION Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 724,830 shares of Zions Bancorporation, National Association (ZION) worth $41.76 M, representing 0.19% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in ZION, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 371,230 shares. Largest reduction occurred in Q2 2019, reducing 113,301 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Zions Bancorporation National Association (ZION) Holding Value Over Time
Track share changes against reported price movement
Quarterly Zions Bancorporation National Association (ZION) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -112,505 | Reduce 13.44% | 724,830 | $57.62 |
| Q4 2025 | +291,968 | Add 53.54% | 837,335 | $58.54 |
| Q3 2025 | +371,230 | Add 213.18% | 545,367 | $56.58 |
| Q2 2025 | +174,137 | New Buy | 174,137 | $51.94 |
| Q1 2023 | -54,101 | Sold Out | 0 | $0.00 |
| Q4 2022 | +17,095 | Add 46.20% | 54,101 | $49.16 |
| Q3 2022 | +24,874 | Add 205.03% | 37,006 | $50.86 |
| Q2 2022 | -4,708 | Reduce 27.96% | 12,132 | $50.94 |
| Q1 2022 | -11,078 | Reduce 39.68% | 16,840 | $65.56 |
| Q4 2021 | -34,588 | Reduce 55.34% | 27,918 | $63.15 |
| Q3 2021 | +6,483 | Add 11.57% | 62,506 | $61.88 |
| Q2 2021 | +5,505 | Add 10.90% | 56,023 | $52.85 |
| Q1 2021 | +25,313 | Add 100.43% | 50,518 | $54.95 |
| Q4 2020 | +25,205 | New Buy | 25,205 | $43.44 |
| Q1 2020 | -35,220 | Sold Out | 0 | $0.00 |
| Q4 2019 | +35,220 | New Buy | 35,220 | $51.93 |
| Q2 2019 | -113,301 | Sold Out | 0 | $0.00 |
| Q1 2019 | +83,631 | Add 281.87% | 113,301 | $45.41 |
| Q4 2018 | +29,670 | New Buy | 29,670 | $40.75 |
| Q3 2018 | -22,110 | Sold Out | 0 | $0.00 |
| Q2 2018 | +507 | Add 2.35% | 22,110 | $52.69 |
| Q1 2018 | +21,603 | New Buy | 21,603 | $52.72 |
| Q2 2017 | -30,547 | Sold Out | 0 | $0.00 |
| Q1 2017 | +30,547 | New Buy | 30,547 | $42.00 |
| Q3 2016 | -59,112 | Sold Out | 0 | $0.00 |
| Q2 2016 | +59,112 | New Buy | 59,112 | $25.12 |
| Q2 2014 | -30,000 | Sold Out | 0 | $0.00 |
| Q1 2014 | +30,000 | New Buy | 30,000 | $30.97 |
| Q4 2013 | -80,200 | Sold Out | 0 | $0.00 |
| Q3 2013 | +80,200 | New Buy | 80,200 | $27.42 |
Ray Dalio's Zions Bancorporation National Association Investment FAQs
Ray Dalio first purchased Zions Bancorporation, National Association (ZION) in Q3 2013, acquiring 80,200 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 Zions Bancorporation, National Association (ZION) for 30 quarters since Q3 2013.
Ray Dalio's largest addition to Zions Bancorporation, National Association (ZION) was in Q3 2025, adding 545,367 shares worth $30.86 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 724,830 shares of Zions Bancorporation, National Association (ZION), valued at approximately $41.76 M.
As of the Q1 2026 filing, Zions Bancorporation, National Association (ZION) represents approximately 0.19% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Zions Bancorporation, National Association (ZION) was 837,335 shares, as reported at the end of Q4 2025.