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Copley Financial Group’s Dollar General DG Stock Holding History

Copley Financial 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
Q1 		– Sell
-1,596
Closed -$212K – 116
2025
Q4 		$212K Buy
+1,596
New +$178K 0.13% 110
2025
Q3 		– Sell
-1,758
Closed -$201K – 114
2025
Q2 		$201K Buy
+1,758
New +$175K 0.15% 100

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copley Financial Group's DG Position: Q1 2026 in Review

Copley Financial Group sold out of Dollar General (DG) in Q1 2026, closing a stake of 1,596 shares — an estimated $212K sold.

Copley Financial Group first reported a position in DG in Q2 2025 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Copley Financial Group reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
  • Copley Financial Group sold 1,596 Dollar General shares in Q1 2026, an estimated $212K.
  • Copley Financial Group first reported a position in Dollar General in Q2 2025 and held it in 2 quarters.
  • Copley Financial Group's Dollar General position peaked at $212K in Q4 2025.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.