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BCS Wealth Management’s Dollar General DG Stock Holding History

BCS Wealth Management’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
Q1 		– Sell
-1,588
Closed -$211K – 273
2025
Q4 		$211K Buy
+1,588
New +$177K 0.02% 343
2023
Q1 		– Sell
-1,351
Closed -$333K – 170
2022
Q4 		$333K Hold
1,351
– – 0.14% 138
2022
Q3 		$324K Sell
1,351
-45
-3% -$11.1K 0.15% 136
2022
Q2 		$343K Sell
1,396
-28
-2% -$6.54K 0.15% 124
2022
Q1 		$317K Sell
1,424
-27
-2% -$5.74K 0.13% 141
2021
Q4 		$342K Buy
1,451
+63
+5% +$13.9K 0.12% 144
2021
Q3 		$295K Hold
1,388
– – 0.13% 136
2021
Q2 		$300K Buy
+1,388
New +$292K 0.16% 117
2020
Q3 		– Sell
-1,210
Closed -$230K – 129
2020
Q2 		$230K Buy
+1,210
New +$219K 0.14% 110

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
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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCS Wealth Management's DG Position: Q1 2026 in Review

BCS Wealth Management sold out of Dollar General (DG) in Q1 2026, closing a stake of 1,588 shares — an estimated $211K sold.

BCS Wealth Management first reported a position in DG in Q2 2020 and held it in 9 quarters. The position peaked at $343K in Q2 2022. 1,154 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • BCS Wealth Management reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 1,588 Dollar General shares in Q1 2026, an estimated $211K.
  • BCS Wealth Management first reported a position in Dollar General in Q2 2020 and held it in 9 quarters.
  • BCS Wealth Management's Dollar General position peaked at $343K in Q2 2022.
  • 1,154 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.