CIBC Private Wealth Group
DG icon

CIBC Private Wealth Group’s Dollar General DG Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$1.06M Sell
8,017
-500
-6% -$55.8K ﹤0.01% 689
2025
Q3 		$880K Sell
8,517
-127
-1% -$13.9K ﹤0.01% 725
2025
Q2 		$989K Sell
8,644
-480
-5% -$47.6K ﹤0.01% 672
2025
Q1 		$800K Sell
9,124
-1,775
-16% -$134K ﹤0.01% 690
2024
Q4 		$781K Sell
10,899
-3,320
-23% -$262K ﹤0.01% 755
2024
Q3 		$1.2M Sell
14,219
-8,201
-37% -$899K ﹤0.01% 656
2024
Q2 		$2.92M Sell
22,420
-6,498
-22% -$907K 0.01% 484
2024
Q1 		$4.55M Sell
28,918
-61,342
-68% -$8.72M 0.01% 419
2023
Q4 		$12.3M Sell
90,260
-1,013,834
-92% -$123M 0.03% 300
2023
Q3 		$117M Buy
1,104,094
+6,484
+0.6% +$967K 0.28% 89
2023
Q2 		$186M Buy
1,097,610
+6,782
+0.6% +$1.34M 0.41% 66
2023
Q1 		$230M Sell
1,090,828
-16,334
-1% -$3.67M 0.51% 52
2022
Q4 		$257M Buy
1,107,162
+42,193
+4% +$10.4M 0.86% 37
2022
Q3 		$255M Sell
1,064,969
-321,103
-23% -$79.2M 0.69% 42
2022
Q2 		$340M Buy
1,386,072
+20,174
+1% +$4.71M 0.88% 29
2022
Q1 		$304M Buy
1,365,898
+297,541
+28% +$63.2M 0.66% 46
2021
Q4 		$252M Buy
1,068,357
+11,064
+1% +$2.44M 0.52% 57
2021
Q3 		$224M Buy
1,057,293
+301,105
+40% +$67.9M 0.52% 59
2021
Q2 		$164M Sell
756,188
-20,573
-3% -$4.32M 0.38% 77
2021
Q1 		$157M Sell
776,761
-299,208
-28% -$59.4M 0.4% 65
2020
Q4 		$226M Buy
1,075,969
+8,506
+0.8% +$1.82M 0.6% 51
2020
Q3 		$224M Buy
1,067,463
+1,897
+0.2% +$373K 0.69% 45
2020
Q2 		$203M Sell
1,065,566
-17,141
-2% -$3.1M 0.99% 28
2020
Q1 		$164M Buy
1,082,707
+250,597
+30% +$38.7M 0.7% 42
2019
Q4 		$130M Sell
832,110
-203,365
-20% -$32.3M 0.42% 70
2019
Q3 		$165M Buy
1,035,475
+2,499
+0.2% +$361K 0.58% 51
2019
Q2 		$140M Buy
1,032,976
+159,811
+18% +$20.2M 0.49% 61
2019
Q1 		$104M Buy
873,165
+13,659
+2% +$1.59M 0.4% 81
2018
Q4 		$92.9M Buy
859,506
+34,826
+4% +$3.77M 0.41% 74
2018
Q3 		$90.1M Sell
824,680
-11,714
-1% -$1.22M 0.34% 87
2018
Q2 		$82.5M Sell
836,394
-1
-0% -$96 0.34% 92
2018
Q1 		$78.2M Buy
836,395
+1,390
+0.2% +$134K 0.34% 89
2017
Q4 		$77.7M Sell
835,005
-418,688
-33% -$36M 0.33% 91
2017
Q3 		$102M Buy
1,253,693
+172
+0% +$12.9K 0.46% 62
2017
Q2 		$90.4M Sell
1,253,521
-2,750
-0.2% -$198K 0.57% 57
2017
Q1 		$87.6M Buy
1,256,271
+4,845
+0.4% +$355K 0.55% 61
2016
Q4 		$92.7M Buy
1,251,426
+13,366
+1% +$976K 0.61% 56
2016
Q3 		$86.7M Buy
1,238,060
+59,749
+5% +$5.06M 0.6% 56
2016
Q2 		$111M Buy
1,178,311
+18,414
+2% +$1.59M 0.81% 39
2016
Q1 		$99.3M Buy
1,159,897
+34,980
+3% +$2.65M 0.77% 45
2015
Q4 		$80.8M Buy
1,124,917
+23,483
+2% +$1.59M 0.63% 55
2015
Q3 		$79.8M Buy
1,101,434
+16,096
+1% +$1.23M 0.66% 52
2015
Q2 		$84.4M Buy
1,085,338
+11,416
+1% +$861K 0.61% 57
2015
Q1 		$81M Buy
1,073,922
+17,017
+2% +$1.2M 0.6% 57
2014
Q4 		$74.7M Buy
1,056,905
+11,379
+1% +$741K 0.57% 58
2014
Q3 		$63.9M Sell
1,045,526
-2,783
-0.3% -$167K 0.5% 64
2014
Q2 		$60.1M Buy
1,048,309
+5,160
+0.5% +$295K 0.49% 66
2014
Q1 		$59.7M Buy
+1,043,149
New +$60.7M 0.51% 66

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

CIBC Private Wealth Group's DG Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Dollar General (DG) stake by 5.9% in Q4 2025, selling an estimated $55.8K and leaving 8,017 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #689.

CIBC Private Wealth Group first reported a position in DG in Q1 2014 and has held it in 48 quarters since. The position peaked at $340M in Q2 2022. 1,169 funds tracked by Wall St. Rank hold DG as of Q4 2025.

  • CIBC Private Wealth Group held 8,017 shares of Dollar General worth $1.06M as of Q4 2025.
  • CIBC Private Wealth Group sold 500 Dollar General shares in Q4 2025, an estimated $55.8K.
  • Dollar General made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #689 holding.
  • CIBC Private Wealth Group first reported a position in Dollar General in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's Dollar General position peaked at $340M in Q2 2022.
  • 1,169 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.