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Principal Securities’s Dollar General DG Stock Holding History

Principal Securities’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 		$366K Buy
3,079
+633
+26% +$90.3K 0.01% 1116
2025
Q4 		$325K Buy
2,446
+1,061
+77% +$118K 0.01% 1112
2025
Q3 		$143K Buy
1,385
+164
+13% +$18K ﹤0.01% 1432
2025
Q2 		$140K Buy
1,221
+568
+87% +$56.4K ﹤0.01% 1391
2025
Q1 		$49.5K Hold
653
– – ﹤0.01% 1761
2024
Q4 		$49.5K Sell
653
-2,051
-76% -$162K ﹤0.01% 1760
2024
Q3 		$229K Sell
2,704
-996
-27% -$109K 0.01% 1048
2024
Q2 		$489K Sell
3,700
-3,342
-47% -$467K 0.01% 710
2024
Q1 		$1.1M Sell
7,042
-313
-4% -$44.5K 0.03% 432
2023
Q4 		$1,000K Buy
+7,355
New +$892K 0.04% 411

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

Principal Securities's DG Position: Q1 2026 in Review

Principal Securities increased its Dollar General (DG) stake by 26% in Q1 2026, buying an estimated $90.3K and bringing the position to 3,079 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #1116.

Principal Securities first reported a position in DG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.1M in Q1 2024. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Principal Securities held 3,079 shares of Dollar General worth $366K as of Q1 2026.
  • Principal Securities bought 633 Dollar General shares in Q1 2026, an estimated $90.3K.
  • Dollar General made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1116 holding.
  • Principal Securities first reported a position in Dollar General in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Dollar General position peaked at $1.1M in Q1 2024.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.