Advisor OS
DG icon

Advisor OS’s Dollar General DG Stock Holding History

Advisor OS’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 		$343K Buy
+2,870
New +$354K 0.02% 391
2024
Q4 		– Sell
-8,922
Closed -$755K – 419
2024
Q3 		$755K Sell
8,922
-1,108
-11% -$121K 0.08% 195
2024
Q2 		$1.33M Buy
10,030
+1,570
+19% +$219K 0.15% 119
2024
Q1 		$1.32M Buy
+8,460
New +$1.2M 0.15% 123

Other funds holding DG

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Advisor OS's DG Position: Q3 2026 in Review

Advisor OS opened a new position in Dollar General (DG) in Q3 2026: 2,870 shares worth $343K. The stake represents 0.02% of the portfolio and ranks #391 among its holdings. This is a return to the name: Advisor OS previously reported a position in DG as recently as Q3 2024.

Advisor OS first reported a position in DG in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.33M in Q2 2024. 589 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Advisor OS held 2,870 shares of Dollar General worth $343K as of Q3 2026.
  • Dollar General was a new Advisor OS position in Q3 2026.
  • Dollar General made up 0.02% of Advisor OS's portfolio in Q3 2026, its #391 holding.
  • Advisor OS first reported a position in Dollar General in Q1 2024 and has held it in 4 quarters since.
  • Advisor OS's Dollar General position peaked at $1.33M in Q2 2024.
  • 589 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.