Tidemark’s Dollar General DG Stock Holding History

Tidemark’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 Q2	$20K	Buy	174 +172	+8,600%	+$19.5K	﹤0.01%	425
2026 Q1	$237	Buy	+2	New	+$285	﹤0.01%	848

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tidemark's DG Position: Q2 2026 in Review

Tidemark increased its Dollar General (DG) stake by 8,600% in Q2 2026, buying an estimated $19.5K and bringing the position to 174 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Tidemark first reported a position in DG in Q1 2026 and has held it in 2 quarters since. 1,129 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Tidemark held 174 shares of Dollar General worth $20K as of Q2 2026.
Tidemark bought 172 Dollar General shares in Q2 2026, an estimated $19.5K.
Dollar General made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #425 holding.
Tidemark first reported a position in Dollar General in Q1 2026 and has held it in 2 quarters since.
1,129 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.