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Cardinal Point Capital Management’s Dollar General DG Stock Holding History

Cardinal Point Capital 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
Q2 		$319K Buy
2,770
+850
+44% +$96.6K 0.02% 231
2026
Q1 		$228K Hold
1,920
– – 0.01% 266
2025
Q4 		$255K Sell
1,920
-200
-9% -$22.3K 0.02% 225
2025
Q3 		$219K Buy
2,120
+100
+5% +$11K 0.02% 248
2025
Q2 		$231K Buy
+2,020
New +$201K 0.02% 217

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 $3.37T AUM 44.26% 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

Cardinal Point Capital Management's DG Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Dollar General (DG) stake by 44% in Q2 2026, buying an estimated $96.6K and bringing the position to 2,770 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #231.

Cardinal Point Capital Management first reported a position in DG in Q2 2025 and has held it in 5 quarters since. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Cardinal Point Capital Management held 2,770 shares of Dollar General worth $319K as of Q2 2026.
  • Cardinal Point Capital Management bought 850 Dollar General shares in Q2 2026, an estimated $96.6K.
  • Dollar General made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #231 holding.
  • Cardinal Point Capital Management first reported a position in Dollar General in Q2 2025 and has held it in 5 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.