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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
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

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BOK Financial Private Wealth's DG Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Dollar General (DG) in Q1 2025, closing a stake of 5 shares — an estimated $380 sold.

BOK Financial Private Wealth first reported a position in DG in Q4 2021 and held it in 2 quarters. The position peaked at $234K in Q4 2021. 912 funds tracked by Wall St. Rank hold DG as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Dollar General position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 5 Dollar General shares in Q1 2025, an estimated $380.
  • BOK Financial Private Wealth first reported a position in Dollar General in Q4 2021 and held it in 2 quarters.
  • BOK Financial Private Wealth's Dollar General position peaked at $234K in Q4 2021.
  • 912 funds tracked by Wall St. Rank held Dollar General as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.