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Bruce G. Allen Investments’s Dollar General DG Stock Holding History

Bruce G. Allen Investments’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 		$106K Sell
890
-65
-7% -$9.27K 0.07% 150
2025
Q4 		$127K Buy
955
+25
+3% +$2.79K 0.09% 125
2025
Q3 		$96.1K Sell
930
-35
-4% -$3.84K 0.07% 170
2025
Q2 		$110K Buy
965
+44
+5% +$4.37K 0.08% 140
2025
Q1 		$81K Sell
921
-32
-3% -$2.42K 0.06% 169
2024
Q4 		$72.3K Buy
953
+161
+20% +$12.7K 0.06% 193
2024
Q3 		$67K Buy
792
+217
+38% +$23.8K 0.05% 208
2024
Q2 		$76K Sell
575
-132
-19% -$18.4K 0.06% 182
2024
Q1 		$110K Buy
707
+49
+7% +$6.97K 0.09% 144
2023
Q4 		$89.5K Buy
+658
New +$79.8K 0.08% 165

Other funds holding DG

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Bruce G. Allen Investments's DG Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Dollar General (DG) stake by 6.8% in Q1 2026, selling an estimated $9.27K and leaving 890 shares worth $106K. The position accounts for 0.07% of the portfolio, ranked #150.

Bruce G. Allen Investments first reported a position in DG in Q4 2023 and has held it in 10 quarters since. The position peaked at $127K in Q4 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Bruce G. Allen Investments held 890 shares of Dollar General worth $106K as of Q1 2026.
  • Bruce G. Allen Investments sold 65 Dollar General shares in Q1 2026, an estimated $9.27K.
  • Dollar General made up 0.07% of Bruce G. Allen Investments's portfolio in Q1 2026, its #150 holding.
  • Bruce G. Allen Investments first reported a position in Dollar General in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Dollar General position peaked at $127K in Q4 2025.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.