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Prestige Wealth Management Group’s Dollar General DG Stock Holding History

Prestige Wealth Management 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
2025
Q2 		– Hold
0
– -$87.9K – 1024
2025
Q1 		– Hold
0
– – – 207
2024
Q4 		– Hold
0
– -$1.27M – 1051
2024
Q3 		– Hold
0
– – – 55
2023
Q4 		– Hold
0
– -$63.5K – 1039
2023
Q3 		– Hold
0
– – – 216
2023
Q2 		– Hold
0
– – – 160

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prestige Wealth Management Group's DG Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Dollar General (DG) stake by 2.4% in Q1 2026, selling an estimated $1.43K and leaving 408 shares worth $48.4K. The position accounts for 0.01% of the portfolio, ranked #261.

Prestige Wealth Management Group first reported a position in DG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.01M in Q4 2022. 1,149 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Prestige Wealth Management Group held 408 shares of Dollar General worth $48.4K as of Q1 2026.
  • Prestige Wealth Management Group sold 10 Dollar General shares in Q1 2026, an estimated $1.43K.
  • Dollar General made up 0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #261 holding.
  • Prestige Wealth Management Group first reported a position in Dollar General in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Dollar General position peaked at $1.01M in Q4 2022.
  • 1,149 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.