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IRON Financial’s Dollar General DG Stock Holding History

IRON Financial’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 		$736K Buy
6,394
+388
+6% +$44.1K 0.3% 63
2026
Q1 		$713K Sell
6,006
-1,596
-21% -$228K 0.31% 61
2025
Q4 		$1.01M Buy
7,602
+22
+0.3% +$2.45K 0.46% 37
2025
Q3 		$783K Buy
+7,580
New +$831K 0.38% 51
2021
Q3 		– Sell
-2,441
Closed -$528K – 113
2021
Q2 		$528K Buy
2,441
+565
+30% +$119K 0.25% 52
2021
Q1 		$380K Buy
+1,876
New +$373K 0.2% 57

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

IRON Financial's DG Position: Q2 2026 in Review

IRON Financial increased its Dollar General (DG) stake by 6.5% in Q2 2026, buying an estimated $44.1K and bringing the position to 6,394 shares worth $736K. The position accounts for 0.3% of the portfolio, ranked #63.

IRON Financial first reported a position in DG in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • IRON Financial held 6,394 shares of Dollar General worth $736K as of Q2 2026.
  • IRON Financial bought 388 Dollar General shares in Q2 2026, an estimated $44.1K.
  • Dollar General made up 0.3% of IRON Financial's portfolio in Q2 2026, its #63 holding.
  • IRON Financial first reported a position in Dollar General in Q1 2021 and has held it in 6 quarters since.
  • IRON Financial's Dollar General position peaked at $1.01M in Q4 2025.
  • 1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.