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MBL Wealth’s Dollar General DG Stock Holding History

MBL Wealth’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 		$435K Sell
3,783
-716
-16% -$81.4K 0.03% 230
2026
Q1 		$534K Buy
4,499
+1,728
+62% +$246K 0.04% 187
2025
Q4 		$368K Buy
+2,771
New +$309K 0.03% 217

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

MBL Wealth's DG Position: Q2 2026 in Review

MBL Wealth reduced its Dollar General (DG) stake by 16% in Q2 2026, selling an estimated $81.4K and leaving 3,783 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #230.

MBL Wealth first reported a position in DG in Q4 2025 and has held it in 3 quarters since. The position peaked at $534K in Q1 2026. 1,129 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • MBL Wealth held 3,783 shares of Dollar General worth $435K as of Q2 2026.
  • MBL Wealth sold 716 Dollar General shares in Q2 2026, an estimated $81.4K.
  • Dollar General made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #230 holding.
  • MBL Wealth first reported a position in Dollar General in Q4 2025 and has held it in 3 quarters since.
  • MBL Wealth's Dollar General position peaked at $534K in Q1 2026.
  • 1,129 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.