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Leibman Financial Services’s Dollar General DG Stock Holding History

Leibman Financial Services’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
Q3 		– Sell
-28,174
Closed -$3.22M – 49
2025
Q2 		$3.22M Buy
28,174
+762
+3% +$75.6K 2.48% 18
2025
Q1 		$2.41M Buy
27,412
+795
+3% +$60.2K 1.87% 24
2024
Q4 		$2.02M Buy
+26,617
New +$2.1M 1.47% 32

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Leibman Financial Services's DG Position: Q3 2025 in Review

Leibman Financial Services sold out of Dollar General (DG) in Q3 2025, closing a stake of 28,174 shares — an estimated $3.22M sold.

Leibman Financial Services first reported a position in DG in Q4 2024 and held it in 3 quarters. The position peaked at $3.22M in Q2 2025. 1,057 funds tracked by Wall St. Rank hold DG as of Q3 2025.

  • Leibman Financial Services reported no remaining Dollar General position as of Q3 2025 after selling out during the quarter.
  • Leibman Financial Services sold 28,174 Dollar General shares in Q3 2025, an estimated $3.22M.
  • Leibman Financial Services first reported a position in Dollar General in Q4 2024 and held it in 3 quarters.
  • Leibman Financial Services's Dollar General position peaked at $3.22M in Q2 2025.
  • 1,057 funds tracked by Wall St. Rank held Dollar General as of Q3 2025.

Based on Leibman Financial Services's 13F filing for Q3 2025, filed 20 Oct 2025.