Financial Management Professionals’s Dollar General DG Stock Holding History

Financial Management Professionals’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	$2.42K	Hold	21	–	–	﹤0.01%	776
2026 Q1	$2.49K	Hold	21	–	–	﹤0.01%	697
2025 Q4	$2.79K	Hold	21	–	–	﹤0.01%	683
2025 Q3	$2.17K	Sell	21 -3	-13%	-$329	﹤0.01%	699
2025 Q2	$2.75K	Hold	24	–	–	﹤0.01%	706
2025 Q1	$2.11K	Buy	24 +3	+14%	+$227	﹤0.01%	738
2024 Q4	$1.59K	Sell	21 -9	-30%	-$709	﹤0.01%	756
2024 Q3	$3K	Buy	30 +4	+15%	+$438	﹤0.01%	679
2024 Q2	$3K	Buy	26 +4	+18%	+$559	﹤0.01%	642
2024 Q1	$3K	Buy	22 +14	+175%	+$1.99K	﹤0.01%	697
2023 Q4	$1K	Buy	+8	New	+$970	﹤0.01%	821
2023 Q3	–	Sell	-42	Closed	-$7K	–	908
2023 Q2	$7K	Sell	42 -6	-13%	-$1.19K	﹤0.01%	599
2023 Q1	$10K	Sell	48 -67	-58%	-$15K	﹤0.01%	558
2022 Q4	$28K	Sell	115 -10	-8%	-$2.47K	0.01%	309
2022 Q3	$30K	Hold	125	–	–	0.01%	273
2022 Q2	$31K	Buy	125 +68	+119%	+$15.9K	0.01%	293
2022 Q1	$13K	Buy	57 +15	+36%	+$3.19K	﹤0.01%	460
2021 Q4	$10K	Hold	42	–	–	﹤0.01%	478
2021 Q3	$9K	Buy	42 +6	+17%	+$1.35K	﹤0.01%	495
2021 Q2	$8K	Hold	36	–	–	﹤0.01%	429
2021 Q1	$7K	Sell	36 -5	-12%	-$993	﹤0.01%	423
2020 Q4	$9K	Buy	41 +3	+8%	+$641	﹤0.01%	368
2020 Q3	$8K	Hold	38	–	–	﹤0.01%	338
2020 Q2	$7K	Buy	+38	New	+$6.88K	﹤0.01%	343
2020 Q1	–	Sell	-13	Closed	-$2K	–	314
2019 Q4	$2K	Hold	13	–	–	﹤0.01%	266
2019 Q3	$2K	Buy	+13	New	+$1.88K	﹤0.01%	247
2018 Q4	–	Sell	-89	Closed	-$10K	–	283
2018 Q3	$10K	Buy	+89	New	+$9.25K	﹤0.01%	166
2016 Q3	–	Sell	-62	Closed	-$5K	–	326
2016 Q2	$5K	Buy	+62	New	+$5.35K	﹤0.01%	291

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

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

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

Financial Management Professionals held its Dollar General (DG) position steady in Q2 2026 at 21 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Financial Management Professionals first reported a position in DG in Q2 2016 and has held it in 28 quarters since. The position peaked at $31K in Q2 2022. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Financial Management Professionals held 21 shares of Dollar General worth $2.42K as of Q2 2026.
Financial Management Professionals left its Dollar General share count unchanged in Q2 2026.
Dollar General made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #776 holding.
Financial Management Professionals first reported a position in Dollar General in Q2 2016 and has held it in 28 quarters since.
Financial Management Professionals's Dollar General position peaked at $31K in Q2 2022.
1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.