BFS
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Bare Financial Services’s Dollar General DG Stock Holding History

Bare Financial Services’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
2026
Q2 		$691 Hold
6
– – ﹤0.01% 1527
2026
Q1 		$712 Sell
6
-4
-40% -$570 ﹤0.01% 1373
2025
Q4 		$1.33K Sell
10
-5
-33% -$558 ﹤0.01% 1012
2025
Q3 		$1.55K Buy
15
+9
+150% +$987 ﹤0.01% 885
2025
Q2 		$686 Hold
6
– – ﹤0.01% 1023
2025
Q1 		$528 Buy
+6
New +$454 ﹤0.01% 783

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bare Financial Services's DG Position: Q2 2026 in Review

Bare Financial Services held its Dollar General (DG) position steady in Q2 2026 at 6 shares worth $691. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Bare Financial Services first reported a position in DG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.55K in Q3 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Bare Financial Services held 6 shares of Dollar General worth $691 as of Q2 2026.
  • Bare Financial Services left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1527 holding.
  • Bare Financial Services first reported a position in Dollar General in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Dollar General position peaked at $1.55K in Q3 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.