Optimize Financial’s Dollar General DG Stock Holding History

Optimize Financial’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	-5,550	Closed	-$737K	–	346
2025 Q4	$737K	Buy	5,550 +76	+1%	+$8.48K	0.37%	62
2025 Q3	$566K	Buy	+5,474	New	+$600K	0.29%	92

Other funds holding DG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimize Financial's DG Position: Q1 2026 in Review

Optimize Financial sold out of Dollar General (DG) in Q1 2026, closing a stake of 5,550 shares — an estimated $737K sold.

Optimize Financial first reported a position in DG in Q3 2025 and held it in 2 quarters. The position peaked at $737K in Q4 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

Optimize Financial reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 5,550 Dollar General shares in Q1 2026, an estimated $737K.
Optimize Financial first reported a position in Dollar General in Q3 2025 and held it in 2 quarters.
Optimize Financial's Dollar General position peaked at $737K in Q4 2025.
1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.