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Summit Securities Group’s Dollar General DG Stock Holding History

Summit Securities 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
2021
Q3 		– Sell
-20
Closed -$433K – 731
2021
Q2 		$433K Buy
+20
New +$4.2K 0.04% 419

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Securities Group's DG Position: Q2 2026 in Review

Summit Securities Group increased its Dollar General (DG) stake by 42% in Q2 2026, buying an estimated $1.71K and bringing the position to 51 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Summit Securities Group first reported a position in DG in Q1 2015 and has held it in 15 quarters since. The position peaked at $568K in Q4 2020. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Summit Securities Group held 51 shares of Dollar General worth $5.87K as of Q2 2026.
  • Summit Securities Group bought 15 Dollar General shares in Q2 2026, an estimated $1.71K.
  • Dollar General made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #945 holding.
  • Summit Securities Group first reported a position in Dollar General in Q1 2015 and has held it in 15 quarters since.
  • Summit Securities Group's Dollar General position peaked at $568K in Q4 2020.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.