Chicago Partners Investment Group’s Dollar General DG Stock Holding History

Chicago Partners Investment Group’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	$1.62M	Buy	14,077 +2,981	+27%	+$339K	0.03%	441
2026 Q1	$1.37M	Buy	11,096 +2,334	+27%	+$333K	0.03%	433
2025 Q4	$1.29M	Buy	8,762 +799	+10%	+$89.1K	0.03%	395
2025 Q3	$812K	Buy	+7,963	New	+$873K	0.02%	491
2018 Q2	–	Sell	-184	Closed	-$17K	–	962
2018 Q1	$17K	Buy	+184	New	+$17.7K	﹤0.01%	671
2015 Q1	–	Sell	-90	Closed	-$6K	–	496
2014 Q4	$6K	Buy	+90	New	+$5.86K	﹤0.01%	423

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

Chicago Partners Investment Group's DG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Dollar General (DG) stake by 27% in Q2 2026, buying an estimated $339K and bringing the position to 14,077 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #441.

Chicago Partners Investment Group first reported a position in DG in Q4 2014 and has held it in 6 quarters since. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Chicago Partners Investment Group held 14,077 shares of Dollar General worth $1.62M as of Q2 2026.
Chicago Partners Investment Group bought 2,981 Dollar General shares in Q2 2026, an estimated $339K.
Dollar General made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #441 holding.
Chicago Partners Investment Group first reported a position in Dollar General in Q4 2014 and has held it in 6 quarters since.
1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.