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Turning Point Benefit Group’s Dollar General DG Stock Holding History

Turning Point Benefit 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
2026
Q1 		– Sell
-9
Closed -$1.19K – 280
2025
Q4 		$1.19K Buy
9
+5
+125% +$558 ﹤0.01% 533
2025
Q3 		$398 Buy
+4
New +$439 ﹤0.01% 538

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
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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Turning Point Benefit Group's DG Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Dollar General (DG) in Q1 2026, closing a stake of 9 shares — an estimated $1.19K sold.

Turning Point Benefit Group first reported a position in DG in Q3 2025 and held it in 2 quarters. The position peaked at $1.19K in Q4 2025. 1,152 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 9 Dollar General shares in Q1 2026, an estimated $1.19K.
  • Turning Point Benefit Group first reported a position in Dollar General in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Dollar General position peaked at $1.19K in Q4 2025.
  • 1,152 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.