BCPWM
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Bradley & Co Private Wealth Management’s Dollar General DG Stock Holding History

Bradley & Co Private 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 		$3.56K Hold
30
– – ﹤0.01% 169
2025
Q4 		$3.98K Hold
30
– – ﹤0.01% 168
2025
Q3 		$3.1K Hold
30
– – ﹤0.01% 172
2025
Q2 		$3.43K Hold
30
– – ﹤0.01% 160
2025
Q1 		$2.64K Hold
30
– – ﹤0.01% 159
2024
Q4 		$2.27K Buy
+30
New +$2.36K ﹤0.01% 162
2023
Q3 		– Sell
-5
Closed -$849 – 185
2023
Q2 		$849 Buy
+5
New +$989 ﹤0.01% 165

Other funds holding DG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return