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Mattson Financial Services’s Dollar General DG Stock Holding History

Mattson 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
Q4 		– Sell
-2,001
Closed -$207K – 186
2025
Q3 		$207K Sell
2,001
-42
-2% -$4.61K 0.05% 181
2025
Q2 		$234K Buy
+2,043
New +$203K 0.06% 157

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

Mattson Financial Services's DG Position: Q4 2025 in Review

Mattson Financial Services sold out of Dollar General (DG) in Q4 2025, closing a stake of 2,001 shares — an estimated $207K sold.

Mattson Financial Services first reported a position in DG in Q2 2025 and held it in 2 quarters. The position peaked at $234K in Q2 2025. 1,170 funds tracked by Wall St. Rank hold DG as of Q4 2025.

  • Mattson Financial Services reported no remaining Dollar General position as of Q4 2025 after selling out during the quarter.
  • Mattson Financial Services sold 2,001 Dollar General shares in Q4 2025, an estimated $207K.
  • Mattson Financial Services first reported a position in Dollar General in Q2 2025 and held it in 2 quarters.
  • Mattson Financial Services's Dollar General position peaked at $234K in Q2 2025.
  • 1,170 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on Mattson Financial Services's 13F filing for Q4 2025, filed 12 Feb 2026.