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Fulcrum Asset Management’s Dollar General DG Stock Holding History

Fulcrum Asset Management’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 		$7.76K Buy
+66
New +$7.5K ﹤0.01% 708
2020
Q4 		– Hold
0
– – – 9
2020
Q3 		– Sell
-23,257
Closed -$4.78M – 142
2020
Q2 		$4.78M Buy
+23,257
New +$4.21M 1.6% 9

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

Fulcrum Asset Management's DG Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Dollar General (DG) in Q2 2026: 66 shares worth $7.76K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Fulcrum Asset Management previously reported a position in DG as recently as Q2 2020.

Fulcrum Asset Management first reported a position in DG in Q2 2020 and has held it in 2 quarters since. The position peaked at $4.78M in Q2 2020. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Fulcrum Asset Management held 66 shares of Dollar General worth $7.76K as of Q2 2026.
  • Dollar General was a new Fulcrum Asset Management position in Q2 2026.
  • Dollar General made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #708 holding.
  • Fulcrum Asset Management first reported a position in Dollar General in Q2 2020 and has held it in 2 quarters since.
  • Fulcrum Asset Management's Dollar General position peaked at $4.78M in Q2 2020.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.