Ray Dalio
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Ray Dalio’s Prosperity Bancshares PB Stock Holding History

Ray Dalio’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.94M Sell
43,717
-124,159
-74% -$8.7M 0.01% 562
2025
Q4 		$11.6M Sell
167,876
-198,333
-54% -$13.4M 0.04% 319
2025
Q3 		$24.3M Buy
366,209
+264,244
+259% +$18.2M 0.1% 174
2025
Q2 		$7.16M Buy
+101,965
New +$7.02M 0.03% 295

Other funds holding PB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ray Dalio's PB Position: Q1 2026 in Review

Ray Dalio reduced its Prosperity Bancshares (PB) stake by 74% in Q1 2026, selling an estimated $8.7M and leaving 43,717 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #562.

Ray Dalio first reported a position in PB in Q2 2025 and has held it in 4 quarters since. The position peaked at $24.3M in Q3 2025. 432 funds tracked by Wall St. Rank hold PB as of Q1 2026.

  • Ray Dalio held 43,717 shares of Prosperity Bancshares worth $2.94M as of Q1 2026.
  • Ray Dalio sold 124,159 Prosperity Bancshares shares in Q1 2026, an estimated $8.7M.
  • Prosperity Bancshares made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #562 holding.
  • Ray Dalio first reported a position in Prosperity Bancshares in Q2 2025 and has held it in 4 quarters since.
  • Ray Dalio's Prosperity Bancshares position peaked at $24.3M in Q3 2025.
  • 432 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.