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Independent Financial Group’s Dollar General DG Stock Holding History

Independent 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
2025
Q4 		– Sell
-7,391
Closed -$764K – 1422
2025
Q3 		$764K Buy
7,391
+5,367
+265% +$588K 0.02% 691
2025
Q2 		$232K Sell
2,024
-9,317
-82% -$925K 0.01% 1155
2025
Q1 		$997K Sell
11,341
-19
-0.2% -$1.44K 0.03% 481
2024
Q4 		$861K Buy
+11,360
New +$895K 0.03% 518
2024
Q2 		– Sell
-1,455
Closed -$227K – 1102
2024
Q1 		$227K Sell
1,455
-466
-24% -$66.2K 0.01% 910
2023
Q4 		$261K Sell
1,921
-427
-18% -$51.8K 0.01% 786
2023
Q3 		$248K Buy
2,348
+235
+11% +$35K 0.02% 751
2023
Q2 		$359K Buy
2,113
+213
+11% +$42.1K 0.02% 577
2023
Q1 		$400K Buy
1,900
+430
+29% +$96.5K 0.03% 515
2022
Q4 		$362K Buy
1,470
+82
+6% +$20.3K 0.03% 512
2022
Q3 		$333K Buy
1,388
+421
+44% +$104K 0.03% 510
2022
Q2 		$238K Buy
967
+17
+2% +$3.97K 0.03% 582
2022
Q1 		$212K Sell
950
-3
-0.3% -$637 0.02% 718
2021
Q4 		$225K Buy
+953
New +$210K 0.02% 690
2021
Q2 		– Sell
-1,812
Closed -$367K – 709
2021
Q1 		$367K Buy
1,812
+157
+9% +$31.2K 0.05% 406
2020
Q4 		$348K Buy
1,655
+228
+16% +$48.7K 0.05% 387
2020
Q3 		$299K Buy
1,427
+19
+1% +$3.74K 0.06% 348
2020
Q2 		$268K Buy
+1,408
New +$255K 0.06% 340

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Independent Financial Group's DG Position: Q4 2025 in Review

Independent Financial Group sold out of Dollar General (DG) in Q4 2025, closing a stake of 7,391 shares — an estimated $764K sold.

Independent Financial Group first reported a position in DG in Q2 2020 and held it in 18 quarters. The position peaked at $997K in Q1 2025. 1,170 funds tracked by Wall St. Rank hold DG as of Q4 2025.

  • Independent Financial Group reported no remaining Dollar General position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 7,391 Dollar General shares in Q4 2025, an estimated $764K.
  • Independent Financial Group first reported a position in Dollar General in Q2 2020 and held it in 18 quarters.
  • Independent Financial Group's Dollar General position peaked at $997K in Q1 2025.
  • 1,170 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.