Concord Wealth Partners’s Dollar General DG Stock Holding History

Concord Wealth Partners’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	$47.2K	Buy	+410	New	+$46.6K	0.01%	377
2026 Q1	–	Sell	-100	Closed	-$13.3K	–	334
2025 Q4	$13.3K	Hold	100	–	–	﹤0.01%	498
2025 Q3	$10.3K	Hold	100	–	–	﹤0.01%	538
2025 Q2	$11.4K	Hold	100	–	–	﹤0.01%	526
2025 Q1	$8.79K	Hold	100	–	–	﹤0.01%	522
2024 Q4	$7.58K	Hold	100	–	–	﹤0.01%	550
2024 Q3	$8.46K	Hold	100	–	–	﹤0.01%	570
2024 Q2	$13.2K	Hold	100	–	–	﹤0.01%	474
2024 Q1	$15.6K	Hold	100	–	–	﹤0.01%	522
2023 Q4	$13.6K	Hold	100	–	–	﹤0.01%	530
2023 Q3	$10.6K	Hold	100	–	–	﹤0.01%	608
2023 Q2	$17K	Hold	100	–	–	﹤0.01%	527
2023 Q1	$21K	Hold	100	–	–	0.01%	484
2022 Q4	$24.6K	Buy	+100	New	+$24.7K	0.01%	491
2022 Q3	–	Sell	-119	Closed	-$29K	–	384
2022 Q2	$29K	Hold	119	–	–	0.01%	457
2022 Q1	$26K	Hold	119	–	–	0.01%	579
2021 Q4	$28K	Buy	119 +19	+19%	+$4.2K	0.01%	568
2021 Q3	$21K	Hold	100	–	–	0.01%	365
2021 Q2	$22K	Sell	100 -3	-3%	-$630	0.01%	481
2021 Q1	$21K	Sell	103 -147	-59%	-$29.2K	0.01%	468
2020 Q4	$53K	Buy	+250	New	+$53.4K	0.04%	198

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

Concord Wealth Partners's DG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Dollar General (DG) in Q2 2026: 410 shares worth $47.2K. The stake represents 0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DG as recently as Q4 2025.

Concord Wealth Partners first reported a position in DG in Q4 2020 and has held it in 21 quarters since. The position peaked at $53K in Q4 2020. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Concord Wealth Partners held 410 shares of Dollar General worth $47.2K as of Q2 2026.
Dollar General was a new Concord Wealth Partners position in Q2 2026.
Dollar General made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #377 holding.
Concord Wealth Partners first reported a position in Dollar General in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Dollar General position peaked at $53K in Q4 2020.
1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.