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Bridgewater Associates’s Citizens Financial Group CFG Stock Holding History

Bridgewater Associates’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.4M Buy
847,858
+134,220
+19% +$8.65M 0.24% 65
2026
Q1 		$42.8M Sell
713,638
-140,265
-16% -$8.62M 0.19% 85
2025
Q4 		$49.9M Buy
853,903
+10,278
+1% +$552K 0.18% 85
2025
Q3 		$44.8M Buy
843,625
+427,491
+103% +$21.3M 0.18% 89
2025
Q2 		$18.6M Buy
416,134
+371,714
+837% +$14.6M 0.08% 185
2025
Q1 		$1.82M Sell
44,420
-21,393
-33% -$954K 0.01% 463
2024
Q4 		$2.88M Buy
+65,813
New +$2.91M 0.01% 410
2023
Q1 		– Sell
-174,289
Closed -$6.86M – 750
2022
Q4 		$6.86M Buy
174,289
+93,346
+115% +$3.64M 0.04% 303
2022
Q3 		$2.78M Buy
80,943
+46,608
+136% +$1.72M 0.01% 492
2022
Q2 		$1.23M Sell
34,335
-12,457
-27% -$492K 0.01% 767
2022
Q1 		$2.12M Sell
46,792
-28,808
-38% -$1.48M 0.01% 670
2021
Q4 		$3.57M Sell
75,600
-90,976
-55% -$4.38M 0.02% 369
2021
Q3 		$7.83M Buy
166,576
+36,500
+28% +$1.6M 0.04% 229
2021
Q2 		$5.97M Sell
130,076
-1,527
-1% -$72.1K 0.04% 301
2021
Q1 		$5.81M Buy
131,603
+53,152
+68% +$2.21M 0.05% 212
2020
Q4 		$2.81M Buy
+78,451
New +$2.46M 0.02% 262
2020
Q1 		– Sell
-91,722
Closed -$3.73M – 446
2019
Q4 		$3.73M Buy
+91,722
New +$3.43M 0.04% 133

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bridgewater Associates's CFG Position: Q2 2026 in Review

Bridgewater Associates increased its Citizens Financial Group (CFG) stake by 19% in Q2 2026, buying an estimated $8.65M and bringing the position to 847,858 shares worth $59.4M. The position accounts for 0.24% of the portfolio, ranked #65.

Bridgewater Associates first reported a position in CFG in Q4 2019 and has held it in 17 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Bridgewater Associates held 847,858 shares of Citizens Financial Group worth $59.4M as of Q2 2026.
  • Bridgewater Associates bought 134,220 Citizens Financial Group shares in Q2 2026, an estimated $8.65M.
  • Citizens Financial Group made up 0.24% of Bridgewater Associates's portfolio in Q2 2026, its #65 holding.
  • Bridgewater Associates first reported a position in Citizens Financial Group in Q4 2019 and has held it in 17 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.