RFP
DG icon

Root Financial Partners’s Dollar General DG Stock Holding History

Root Financial Partners’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 		$145K Buy
1,223
+821
+204% +$117K 0.01% 423
2025
Q4 		$53.4K Buy
402
+149
+59% +$16.6K ﹤0.01% 683
2025
Q3 		$26.1K Buy
+253
New +$27.7K ﹤0.01% 976

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

Root Financial Partners's DG Position: Q1 2026 in Review

Root Financial Partners increased its Dollar General (DG) stake by 204% in Q1 2026, buying an estimated $117K and bringing the position to 1,223 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #423.

Root Financial Partners first reported a position in DG in Q3 2025 and has held it in 3 quarters since. 1,149 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Root Financial Partners held 1,223 shares of Dollar General worth $145K as of Q1 2026.
  • Root Financial Partners bought 821 Dollar General shares in Q1 2026, an estimated $117K.
  • Dollar General made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #423 holding.
  • Root Financial Partners first reported a position in Dollar General in Q3 2025 and has held it in 3 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.