Focus Partners Wealth
DG icon

Focus Partners Wealth’s Dollar General DG Stock Holding History

Focus Partners Wealth’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 		$6.1M Buy
51,259
+14,936
+41% +$2.13M 0.01% 866
2025
Q4 		$4.82M Buy
36,323
+22,092
+155% +$2.46M 0.01% 959
2025
Q3 		$1.47M Buy
14,231
+10,716
+305% +$1.17M ﹤0.01% 1132
2025
Q2 		$402K Buy
3,515
+403
+13% +$40K ﹤0.01% 1547
2025
Q1 		$274K Sell
3,112
-2,024
-39% -$153K ﹤0.01% 1620
2024
Q4 		$389K Buy
5,136
+725
+16% +$57.1K ﹤0.01% 1433
2024
Q3 		$365K Buy
4,411
+227
+5% +$24.9K ﹤0.01% 1262
2024
Q2 		$554K Buy
+4,184
New +$584K ﹤0.01% 921

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

Focus Partners Wealth's DG Position: Q1 2026 in Review

Focus Partners Wealth increased its Dollar General (DG) stake by 41% in Q1 2026, buying an estimated $2.13M and bringing the position to 51,259 shares worth $6.1M. The position accounts for 0.01% of the portfolio, ranked #866.

Focus Partners Wealth first reported a position in DG in Q2 2024 and has held it in 8 quarters since. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Focus Partners Wealth held 51,259 shares of Dollar General worth $6.1M as of Q1 2026.
  • Focus Partners Wealth bought 14,936 Dollar General shares in Q1 2026, an estimated $2.13M.
  • Dollar General made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #866 holding.
  • Focus Partners Wealth first reported a position in Dollar General in Q2 2024 and has held it in 8 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.