Current position

Ray Dalio’s Wells Fargo & Co (WFC) 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 shares3.55MHighest verified quarter-end share count
Quarters reported40Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Wells Fargo & Co 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 1.15M shares. The latest verified filing showed: Bought 21.6% more.

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
Bought 21.6% more+203.27K shares · 1.15M shares reported after the change
Filing context

Quarter-end price $82.64 · Estimated holding basis $68.08

Q1 2026
Sold 17.4% of the position−198.96K shares · 942.58K shares remained
Filing context

Quarter-end price $79.61 · Estimated holding basis $64.95

Q4 2025
Sold 55.0% of the position−1.39M shares · 1.14M shares remained
Filing context

Quarter-end price $93.20 · Estimated holding basis $64.95

Q3 2025
Sold 28.6% of the position−1.01M shares · 2.54M shares remained
Filing context

Quarter-end price $83.82 · Estimated holding basis $64.95

Q2 2025
Bought 3.9% more+132.41K shares · 3.55M shares reported after the change
Filing context

Quarter-end price $80.12 · Estimated holding basis $64.95

Q1 2025
Bought 76.6% more+1.48M shares · 3.42M shares reported after the change
Filing context

Quarter-end price $71.79 · Estimated holding basis $64.36

Portfolio importance

How important is Wells Fargo & Co 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 weight0.4%Q2 2026
Current rank#43of 997 reported positions
Peak portfolio weight1.1%Q2 2025
Best historical rank#14Q1 2025
At peak importanceQ2 2025
WFC
1.1%
Largest holding
6.5%
Cross-investor discovery

Who else owns Wells Fargo & Co?

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

Joel GreenblattGotham Asset Management
WFC0.0% of reported portfolio
Tom RussoGardner Russo & Quinn · formerly Gardner Russo & Gardner
WFC0.0% of reported portfolio
Explore Wells Fargo & Co 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$90.292026-09-11

Market context only; not an investor transaction price.

Latest filing quarter-end price$82.64Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$68.08Historical reference — not actual purchase price

Calculated from supported filing history.

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

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.