Boston Family Office’s Dollar General DG Stock Holding History

Boston Family Office’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	$410K	Buy	3,561 +334	+10%	+$38K	0.02%	243
2026 Q1	$383K	Buy	3,227 +350	+12%	+$49.9K	0.03%	246
2025 Q4	$382K	Buy	+2,877	New	+$321K	0.02%	233
2023 Q1	–	Sell	-1,381	Closed	-$340K	–	262
2022 Q4	$340K	Sell	1,381 -20	-1%	-$4.95K	0.03%	221
2022 Q3	$336K	Sell	1,401 -150	-10%	-$37K	0.03%	222
2022 Q2	$381K	Sell	1,551 -315	-17%	-$73.5K	0.03%	213
2022 Q1	$415K	Buy	+1,866	New	+$396K	0.03%	219

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Family Office's DG Position: Q2 2026 in Review

Boston Family Office increased its Dollar General (DG) stake by 10% in Q2 2026, buying an estimated $38K and bringing the position to 3,561 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #243.

Boston Family Office first reported a position in DG in Q1 2022 and has held it in 7 quarters since. The position peaked at $415K in Q1 2022. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Boston Family Office held 3,561 shares of Dollar General worth $410K as of Q2 2026.
Boston Family Office bought 334 Dollar General shares in Q2 2026, an estimated $38K.
Dollar General made up 0.02% of Boston Family Office's portfolio in Q2 2026, its #243 holding.
Boston Family Office first reported a position in Dollar General in Q1 2022 and has held it in 7 quarters since.
Boston Family Office's Dollar General position peaked at $415K in Q1 2022.
1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.