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CBIZ Investment Advisory Services’s Dollar General DG Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-43
Closed -$5.71K – 500
2025
Q4 		$5.71K Buy
43
+10
+30% +$1.11K ﹤0.01% 481
2025
Q3 		$3.41K Hold
33
– – ﹤0.01% 510
2025
Q2 		$3.77K Buy
33
+6
+22% +$596 ﹤0.01% 471
2025
Q1 		$2.37K Hold
27
– – ﹤0.01% 462
2024
Q4 		$2.05K Buy
+27
New +$2.13K ﹤0.01% 375

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBIZ Investment Advisory Services's DG Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Dollar General (DG) in Q1 2026, closing a stake of 43 shares — an estimated $5.71K sold.

CBIZ Investment Advisory Services first reported a position in DG in Q4 2024 and held it in 5 quarters. The position peaked at $5.71K in Q4 2025. 1,154 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 43 Dollar General shares in Q1 2026, an estimated $5.71K.
  • CBIZ Investment Advisory Services first reported a position in Dollar General in Q4 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Dollar General position peaked at $5.71K in Q4 2025.
  • 1,154 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.