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Pinney & Scofield’s Dollar General DG Stock Holding History

Pinney & Scofield’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
-126
Closed -$13K – 215
2025
Q3 		$13K Hold
126
– – 0.01% 163
2025
Q2 		$14.4K Hold
126
– – 0.01% 157
2025
Q1 		$11.1K Hold
126
– – 0.01% 166
2024
Q4 		$9.55K Buy
+126
New +$9.93K 0.01% 174

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

Pinney & Scofield's DG Position: Q4 2025 in Review

Pinney & Scofield sold out of Dollar General (DG) in Q4 2025, closing a stake of 126 shares — an estimated $13K sold.

Pinney & Scofield first reported a position in DG in Q4 2024 and held it in 4 quarters. The position peaked at $14.4K in Q2 2025. 1,170 funds tracked by Wall St. Rank hold DG as of Q4 2025.

  • Pinney & Scofield reported no remaining Dollar General position as of Q4 2025 after selling out during the quarter.
  • Pinney & Scofield sold 126 Dollar General shares in Q4 2025, an estimated $13K.
  • Pinney & Scofield first reported a position in Dollar General in Q4 2024 and held it in 4 quarters.
  • Pinney & Scofield's Dollar General position peaked at $14.4K in Q2 2025.
  • 1,170 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on Pinney & Scofield's 13F filing for Q4 2025, filed 13 Feb 2026.