FP
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Financial Perspectives’s Dollar General DG Stock Holding History

Financial Perspectives’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 		$8.86K Hold
77
– – ﹤0.01% 560
2026
Q1 		$9.14K Hold
77
– – ﹤0.01% 536
2025
Q4 		$10.2K Hold
77
– – ﹤0.01% 520
2025
Q3 		$7.96K Hold
77
– – ﹤0.01% 539
2025
Q2 		$8.81K Hold
77
– – ﹤0.01% 523
2025
Q1 		$6.77K Hold
77
– – ﹤0.01% 543
2024
Q4 		$5.84K Hold
77
– – ﹤0.01% 555
2024
Q3 		$6.51K Hold
77
– – ﹤0.01% 504
2024
Q2 		$10.2K Buy
+77
New +$10.8K ﹤0.01% 462

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Perspectives's DG Position: Q2 2026 in Review

Financial Perspectives held its Dollar General (DG) position steady in Q2 2026 at 77 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Financial Perspectives first reported a position in DG in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.2K in Q4 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Financial Perspectives held 77 shares of Dollar General worth $8.86K as of Q2 2026.
  • Financial Perspectives left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #560 holding.
  • Financial Perspectives first reported a position in Dollar General in Q2 2024 and has held it in 9 quarters since.
  • Financial Perspectives's Dollar General position peaked at $10.2K in Q4 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.