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 medium-term investment has been held for 16 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 Q1 2023, reducing 174,289 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
| Report Date | 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 | 0 | $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 | 0 | $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 16 quarters since Q4 2019.
Ray Dalio's largest addition to Citizens Financial Group, Inc. (CFG) was in Q3 2025, adding 843,625 shares worth $44.85 M.
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.
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.
Ray Dalio's peak holding in Citizens Financial Group, Inc. (CFG) was 843,625 shares, as reported at the end of Q3 2025.