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TD Private Client Wealth’s Dollar General DG Stock Holding History

TD Private Client Wealth’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 		$1.62M Sell
13,611
-1,356
-9% -$193K 0.03% 281
2025
Q4 		$1.99M Buy
14,967
+2,211
+17% +$247K 0.04% 249
2025
Q3 		$1.32M Sell
12,756
-890
-7% -$97.6K 0.03% 314
2025
Q2 		$1.56M Buy
13,646
+1,894
+16% +$188K 0.04% 281
2025
Q1 		$1.03M Buy
11,752
+3,131
+36% +$237K 0.03% 338
2024
Q4 		$654K Sell
8,621
-386
-4% -$30.4K 0.02% 416
2024
Q3 		$762K Buy
9,007
+1,598
+22% +$175K 0.02% 405
2024
Q2 		$980K Sell
7,409
-1,958
-21% -$273K 0.03% 349
2024
Q1 		$1.46M Buy
9,367
+1,207
+15% +$172K 0.05% 290
2023
Q4 		$1.11M Buy
8,160
+903
+12% +$110K 0.04% 323
2023
Q3 		$768K Buy
7,257
+999
+16% +$149K 0.03% 349
2023
Q2 		$1.06M Buy
6,258
+890
+17% +$176K 0.05% 321
2023
Q1 		$1.13M Buy
5,368
+1,731
+48% +$389K 0.05% 313
2022
Q4 		$895K Buy
3,637
+45
+1% +$11.1K 0.04% 341
2022
Q3 		$861K Sell
3,592
-859
-19% -$212K 0.04% 334
2022
Q2 		$1.09M Sell
4,451
-315
-7% -$73.5K 0.05% 302
2022
Q1 		$1.06M Sell
4,766
-128
-3% -$27.2K 0.05% 327
2021
Q4 		$1.15M Buy
4,894
+514
+12% +$114K 0.05% 319
2021
Q3 		$929K Buy
4,380
+662
+18% +$149K 0.04% 334
2021
Q2 		$804K Buy
3,718
+979
+36% +$206K 0.03% 353
2021
Q1 		$555K Sell
2,739
-8,479
-76% -$1.68M 0.03% 379
2020
Q4 		$2.36M Sell
11,218
-7,182
-39% -$1.53M 0.12% 183
2020
Q3 		$3.86M Sell
18,400
-1,748
-9% -$344K 0.22% 104
2020
Q2 		$3.84M Sell
20,148
-7,946
-28% -$1.44M 0.22% 92
2020
Q1 		$4.24M Buy
28,094
+8,342
+42% +$1.29M 0.3% 76
2019
Q4 		$3.08M Buy
+19,752
New +$3.13M 0.18% 130

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

TD Private Client Wealth's DG Position: Q1 2026 in Review

TD Private Client Wealth reduced its Dollar General (DG) stake by 9.1% in Q1 2026, selling an estimated $193K and leaving 13,611 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #281.

TD Private Client Wealth first reported a position in DG in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.24M in Q1 2020. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • TD Private Client Wealth held 13,611 shares of Dollar General worth $1.62M as of Q1 2026.
  • TD Private Client Wealth sold 1,356 Dollar General shares in Q1 2026, an estimated $193K.
  • Dollar General made up 0.03% of TD Private Client Wealth's portfolio in Q1 2026, its #281 holding.
  • TD Private Client Wealth first reported a position in Dollar General in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Dollar General position peaked at $4.24M in Q1 2020.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.