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BOK Financial Private Wealth’s Dollar General DG Stock Holding History

BOK Financial Private Wealth’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 		$1.61K Buy
+14
New +$1.59K ﹤0.01% 649
2025
Q1 		– Sell
-5
Closed -$380 – 526
2024
Q4 		$380 Buy
+5
New +$394 ﹤0.01% 605
2022
Q1 		– Sell
-994
Closed -$234K – 316
2021
Q4 		$234K Buy
+994
New +$220K 0.02% 265

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 $3.38T AUM 44.17% 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

BOK Financial Private Wealth's DG Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Dollar General (DG) in Q2 2026: 14 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in DG as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in DG in Q4 2021 and has held it in 3 quarters since. The position peaked at $234K in Q4 2021. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • BOK Financial Private Wealth held 14 shares of Dollar General worth $1.61K as of Q2 2026.
  • Dollar General was a new BOK Financial Private Wealth position in Q2 2026.
  • Dollar General made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #649 holding.
  • BOK Financial Private Wealth first reported a position in Dollar General in Q4 2021 and has held it in 3 quarters since.
  • BOK Financial Private Wealth's Dollar General position peaked at $234K in Q4 2021.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.