Midwest Financial Group’s Dollar General DG Stock Holding History

Midwest 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 Q2	$427K	Sell	3,709 -25	-0.7%	-$2.84K	0.15%	96
2026 Q1	$443K	Hold	3,734	–	–	0.19%	86
2025 Q4	$496K	Hold	3,734	–	–	0.22%	74
2025 Q3	$386K	Sell	3,734 -65	-2%	-$7.13K	0.18%	85
2025 Q2	$435K	Sell	3,799 -341	-8%	-$33.8K	0.23%	72
2025 Q1	$364K	Sell	4,140 -210	-5%	-$15.9K	0.21%	81
2024 Q4	$330K	Sell	4,350 -1,429	-25%	-$113K	0.19%	86
2024 Q3	$489K	Sell	5,779 -385	-6%	-$42.2K	0.29%	66
2024 Q2	$815K	Sell	6,164 -89	-1%	-$12.4K	0.52%	49
2024 Q1	$976K	Buy	6,253 +751	+14%	+$107K	0.66%	39
2023 Q4	$748K	Buy	5,502 +586	+12%	+$71.1K	0.56%	50
2023 Q3	$520K	Buy	4,916 +1,618	+49%	+$241K	0.44%	62
2023 Q2	$560K	Buy	3,298 +1,940	+143%	+$384K	0.47%	58
2023 Q1	$286K	Buy	+1,358	New	+$305K	0.26%	81

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Midwest Financial Group's DG Position: Q2 2026 in Review

Midwest Financial Group reduced its Dollar General (DG) stake by 0.67% in Q2 2026, selling an estimated $2.84K and leaving 3,709 shares worth $427K. The position accounts for 0.15% of the portfolio, ranked #96.

Midwest Financial Group first reported a position in DG in Q1 2023 and has held it in 14 quarters since. The position peaked at $976K in Q1 2024. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Midwest Financial Group held 3,709 shares of Dollar General worth $427K as of Q2 2026.
Midwest Financial Group sold 25 Dollar General shares in Q2 2026, an estimated $2.84K.
Dollar General made up 0.15% of Midwest Financial Group's portfolio in Q2 2026, its #96 holding.
Midwest Financial Group first reported a position in Dollar General in Q1 2023 and has held it in 14 quarters since.
Midwest Financial Group's Dollar General position peaked at $976K in Q1 2024.
1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.