Compass Financial Management’s Dollar General DG Stock Holding History

Compass Financial 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	$95.3K	Buy	+749	New	+$85.1K	0.01%	564

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 $59.9B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's DG Position: Q2 2026 in Review

Compass Financial Management opened a new position in Dollar General (DG) in Q2 2026: 749 shares worth $95.3K. The stake represents 0.01% of the portfolio and ranks #564 among its holdings.

1,061 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Compass Financial Management held 749 shares of Dollar General worth $95.3K as of Q2 2026.
Dollar General was a new Compass Financial Management position in Q2 2026.
Dollar General made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #564 holding.
1,061 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.