Current position

Ray Dalio’s Bank of America (BAC) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2007Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares3.21MHighest verified quarter-end share count
Quarters reported35Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Bank of America in Q1 2007. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 1.02M shares. The latest verified filing showed: Sold 2.1% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 2.1% of the position−22.22K shares · 1.02M shares remained
Filing context

Quarter-end price $56.98 · Estimated holding basis $52.94

Q1 2026
Bought 3.2% more+32.50K shares · 1.04M shares reported after the change
Filing context

Quarter-end price $48.75 · Estimated holding basis $52.94

Q4 2025
Bought 76.9% more+439.31K shares · 1.01M shares reported after the change
Filing context

Quarter-end price $55.00 · Estimated holding basis $53.07

Q3 2025
New position+571.08K shares · 571.08K shares reported
Filing context

Quarter-end price $51.59 · Estimated holding basis $51.59

Q4 2024
Sold the entire position−331.70K shares · No shares reported at quarter-end
Q3 2024
New position+331.70K shares · 331.70K shares reported
Filing context

Quarter-end price $39.68 · Estimated holding basis $39.68

Portfolio importance

How important is Bank of America in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.2%Q2 2026
Current rank#67of 997 reported positions
Peak portfolio weight0.7%Q4 2019
Best historical rank#20Q4 2019
At peak importanceQ4 2019
BAC
0.7%
Largest holding
23.0%
Cross-investor discovery

Who else owns Bank of America?

Also reported by 2 other tracked investors in their latest verified filings.

Warren BuffettBerkshire Hathaway
BAC9.2% of reported portfolio
Joel GreenblattGotham Asset Management
BAC0.0% of reported portfolio
Explore Bank of America across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$57.732026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$56.98Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$52.94Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Bank of America stock page →

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.