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Aviso Financial’s Dollar General DG Stock Holding History

Aviso Financial’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,017
Closed -$705K – 353
2025
Q1 		$705K Buy
8,017
+517
+7% +$39.1K 0.03% 175
2024
Q4 		$569K Buy
7,500
+7,483
+44,018% +$590K 0.03% 199
2024
Q3 		$1.44K Hold
17
– – ﹤0.01% 339
2024
Q2 		$2.25K Buy
+17
New +$2.37K ﹤0.01% 314

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aviso Financial's DG Position: Q2 2025 in Review

Aviso Financial sold out of Dollar General (DG) in Q2 2025, closing a stake of 8,017 shares — an estimated $705K sold.

Aviso Financial first reported a position in DG in Q2 2024 and held it in 4 quarters. The position peaked at $705K in Q1 2025. 1,020 funds tracked by Wall St. Rank hold DG as of Q2 2025.

  • Aviso Financial reported no remaining Dollar General position as of Q2 2025 after selling out during the quarter.
  • Aviso Financial sold 8,017 Dollar General shares in Q2 2025, an estimated $705K.
  • Aviso Financial first reported a position in Dollar General in Q2 2024 and held it in 4 quarters.
  • Aviso Financial's Dollar General position peaked at $705K in Q1 2025.
  • 1,020 funds tracked by Wall St. Rank held Dollar General as of Q2 2025.

Based on Aviso Financial's 13F filing for Q2 2025, filed 12 Aug 2025.