Superior Planning, LLC’s Dollar General DG Stock Holding History

Superior Planning, LLC’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 Q3	$882K	Buy	+7,378	New	+$910K	0.37%	55

Other funds holding DG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's DG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Dollar General (DG) in Q3 2026: 7,378 shares worth $882K. The stake represents 0.37% of the portfolio and ranks #55 among its holdings.

843 funds tracked by Wall St. Rank hold DG as of Q3 2026.

Superior Planning, LLC held 7,378 shares of Dollar General worth $882K as of Q3 2026.
Dollar General was a new Superior Planning, LLC position in Q3 2026.
Dollar General made up 0.37% of Superior Planning, LLC's portfolio in Q3 2026, its #55 holding.
843 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.