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TCFG Investment Advisors’s Dollar Tree DLTR Stock Holding History

TCFG Investment Advisors’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Buy
+1,752
New +$182K 0.07% 278

Other funds holding DLTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

TCFG Investment Advisors's DLTR Position: Q2 2026 in Review

TCFG Investment Advisors opened a new position in Dollar Tree (DLTR) in Q2 2026: 1,752 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #278 among its holdings.

858 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • TCFG Investment Advisors held 1,752 shares of Dollar Tree worth $212K as of Q2 2026.
  • Dollar Tree was a new TCFG Investment Advisors position in Q2 2026.
  • Dollar Tree made up 0.07% of TCFG Investment Advisors's portfolio in Q2 2026, its #278 holding.
  • 858 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.