Ray Dalio's CFG Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 843,625 shares of Citizens Financial Group, Inc. (CFG) worth $44.85 M, representing 0.18% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in CFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 427,491 shares. Largest reduction occurred in Q4 2024, reducing 108,476 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Citizens Financial Group (CFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Citizens Financial Group (CFG) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2019 | +91,722 | New Buy | 91,722 | $40.61 |
| Q1 2020 | -91,722 | Sold Out | 91,722 | $0.00 |
| Q4 2020 | +78,451 | New Buy | 78,451 | $35.75 |
| Q1 2021 | +53,152 | Add 67.75% | 131,603 | $44.15 |
| Q2 2021 | -1,527 | Reduce 1.16% | 130,076 | $45.87 |
| Q3 2021 | +36,500 | Add 28.06% | 166,576 | $46.98 |
| Q4 2021 | -90,976 | Reduce 54.62% | 75,600 | $47.25 |
| Q1 2022 | -28,808 | Reduce 38.11% | 46,792 | $45.33 |
| Q2 2022 | -12,457 | Reduce 26.62% | 34,335 | $35.68 |
| Q3 2022 | +46,608 | Add 135.74% | 80,943 | $34.36 |
| Q4 2022 | +93,346 | Add 115.32% | 174,289 | $39.37 |
| Q1 2023 | -174,289 | Sold Out | 174,289 | $0.00 |
| Q4 2024 | +65,813 | New Buy | 65,813 | $43.76 |
| Q1 2025 | -21,393 | Reduce 32.51% | 44,420 | $40.97 |
| Q2 2025 | +371,714 | Add 836.82% | 416,134 | $44.75 |
| Q3 2025 | +427,491 | Add 102.73% | 843,625 | $53.16 |
Ray Dalio's Citizens Financial Group Investment FAQs
Ray Dalio first purchased Citizens Financial Group, Inc. (CFG) in Q4 2019, acquiring 91,722 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 Citizens Financial Group, Inc. (CFG) for 24 quarters since Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Citizens Financial Group, Inc. (CFG) was in Q3 2025, adding 843,625 shares worth $44.85 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 843,625 shares of Citizens Financial Group, Inc. (CFG), valued at approximately $44.85 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Citizens Financial Group, Inc. (CFG) represents approximately 0.18% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Citizens Financial Group, Inc. (CFG) was 843,625 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.