LB
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Legacy Bridge’s Dollar General DG Stock Holding History

Legacy Bridge’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 		– Sell
-44
Closed -$5.84K – 366
2025
Q4 		$5.84K Buy
+44
New +$4.91K ﹤0.01% 341
2023
Q3 		– Sell
-2,255
Closed -$383K – 289
2023
Q2 		$383K Sell
2,255
-700
-24% -$138K 0.26% 116
2023
Q1 		$622K Sell
2,955
-15
-0.5% -$3.37K 0.43% 92
2022
Q4 		$731K Buy
2,970
+47
+2% +$11.6K 0.52% 77
2022
Q3 		$701K Hold
2,923
– – 0.56% 76
2022
Q2 		$717K Hold
2,923
– – 0.53% 79
2022
Q1 		$651K Hold
2,923
– – 0.38% 101
2021
Q4 		$689K Sell
2,923
-660
-18% -$146K 0.36% 105
2021
Q3 		$760K Hold
3,583
– – 0.44% 92
2021
Q2 		$775K Sell
3,583
-275
-7% -$57.8K 0.44% 90
2021
Q1 		$782K Sell
3,858
-50
-1% -$9.93K 0.51% 77
2020
Q4 		$822K Buy
3,908
+15
+0.4% +$3.2K 0.6% 69
2020
Q3 		$816K Buy
3,893
+270
+7% +$53.1K 0.74% 50
2020
Q2 		$690K Sell
3,623
-1,071
-23% -$194K 0.76% 47
2020
Q1 		$709K Sell
4,694
-306
-6% -$47.2K 0.89% 32
2019
Q4 		$780K Buy
5,000
+325
+7% +$51.6K 0.65% 59
2019
Q3 		$743K Buy
4,675
+100
+2% +$14.5K 0.71% 47
2019
Q2 		$618K Hold
4,575
– – 0.6% 64
2019
Q1 		$546K Buy
4,575
+160
+4% +$18.6K 0.56% 67
2018
Q4 		$477K Buy
+4,415
New +$478K 0.59% 61

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

Legacy Bridge's DG Position: Q1 2026 in Review

Legacy Bridge sold out of Dollar General (DG) in Q1 2026, closing a stake of 44 shares — an estimated $5.84K sold.

Legacy Bridge first reported a position in DG in Q4 2018 and held it in 20 quarters. The position peaked at $822K in Q4 2020. 1,149 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Legacy Bridge reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
  • Legacy Bridge sold 44 Dollar General shares in Q1 2026, an estimated $5.84K.
  • Legacy Bridge first reported a position in Dollar General in Q4 2018 and held it in 20 quarters.
  • Legacy Bridge's Dollar General position peaked at $822K in Q4 2020.
  • 1,149 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.