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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 – 732
2021
Q2 		$433K Buy
+20
New +$4.2K 0.04% 420

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

Summit Securities Group's DG Position: Q1 2026 in Review

Summit Securities Group reduced its Dollar General (DG) stake by 93% in Q1 2026, selling an estimated $72.1K and leaving 36 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Summit Securities Group first reported a position in DG in Q1 2015 and has held it in 14 quarters since. The position peaked at $568K in Q4 2020. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Summit Securities Group held 36 shares of Dollar General worth $4.27K as of Q1 2026.
  • Summit Securities Group sold 506 Dollar General shares in Q1 2026, an estimated $72.1K.
  • Dollar General made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #831 holding.
  • Summit Securities Group first reported a position in Dollar General in Q1 2015 and has held it in 14 quarters since.
  • Summit Securities Group's Dollar General position peaked at $568K in Q4 2020.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.