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Larson Financial Group’s Dollar General DG Stock Holding History

Larson 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
2026
Q1 		$112K Buy
939
+116
+14% +$16.5K ﹤0.01% 942
2025
Q4 		$109K Buy
823
+208
+34% +$23.2K ﹤0.01% 904
2025
Q3 		$63.6K Sell
615
-274
-31% -$30K ﹤0.01% 1061
2025
Q2 		$102K Buy
889
+274
+45% +$27.2K ﹤0.01% 841
2025
Q1 		$54.1K Buy
615
+488
+384% +$36.9K ﹤0.01% 996
2024
Q4 		$9.64K Sell
127
-39
-23% -$3.07K ﹤0.01% 1495
2024
Q3 		$14K Sell
166
-77
-32% -$8.44K ﹤0.01% 1348
2024
Q2 		$32.1K Sell
243
-13
-5% -$1.81K ﹤0.01% 921
2024
Q1 		$39.9K Sell
256
-46
-15% -$6.54K ﹤0.01% 745
2023
Q4 		$41K Buy
302
+3
+1% +$364 ﹤0.01% 693
2023
Q3 		$31.7K Sell
299
-62
-17% -$9.24K ﹤0.01% 718
2023
Q2 		$61.2K Buy
361
+78
+28% +$15.4K 0.01% 515
2023
Q1 		$59.6K Buy
283
+6
+2% +$1.35K 0.01% 518
2022
Q4 		$68.2K Hold
277
– – 0.01% 463
2022
Q3 		$66K Buy
277
+1
+0.4% +$247 0.01% 410
2022
Q2 		$68K Sell
276
-953
-78% -$222K 0.01% 308
2022
Q1 		$274K Hold
1,229
– – 0.04% 167
2021
Q4 		$290K Sell
1,229
-46
-4% -$10.2K 0.05% 167
2021
Q3 		$270K Buy
1,275
+1,001
+365% +$226K 0.05% 125
2021
Q2 		$59K Hold
274
– – 0.01% 249
2021
Q1 		$56K Hold
274
– – 0.02% 237
2020
Q4 		$58K Buy
274
+103
+60% +$22K 0.02% 196
2020
Q3 		$36K Hold
171
– – 0.01% 242
2020
Q2 		$33K Buy
+171
New +$30.9K 0.02% 228

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

Larson Financial Group's DG Position: Q1 2026 in Review

Larson Financial Group increased its Dollar General (DG) stake by 14% in Q1 2026, buying an estimated $16.5K and bringing the position to 939 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Larson Financial Group first reported a position in DG in Q2 2020 and has held it in 24 quarters since. The position peaked at $290K in Q4 2021. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Larson Financial Group held 939 shares of Dollar General worth $112K as of Q1 2026.
  • Larson Financial Group bought 116 Dollar General shares in Q1 2026, an estimated $16.5K.
  • Dollar General made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #942 holding.
  • Larson Financial Group first reported a position in Dollar General in Q2 2020 and has held it in 24 quarters since.
  • Larson Financial Group's Dollar General position peaked at $290K in Q4 2021.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.