Comprehensive Financial Planning’s Dollar General DG Stock Holding History

Comprehensive Financial Planning’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	$10.9K	Buy	+95	New	+$10.8K	0.01%	280

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

Comprehensive Financial Planning's DG Position: Q2 2026 in Review

Comprehensive Financial Planning opened a new position in Dollar General (DG) in Q2 2026: 95 shares worth $10.9K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings.

1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Comprehensive Financial Planning held 95 shares of Dollar General worth $10.9K as of Q2 2026.
Dollar General was a new Comprehensive Financial Planning position in Q2 2026.
Dollar General made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #280 holding.
1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.