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Advisory Resource Group’s Dollar General DG Stock Holding History

Advisory Resource 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
Q2 		$295K Buy
2,561
+52
+2% +$5.91K 0.04% 162
2026
Q1 		$298K Sell
2,509
-167
-6% -$23.8K 0.05% 154
2025
Q4 		$355K Sell
2,676
-40
-1% -$4.46K 0.06% 138
2025
Q3 		$281K Buy
2,716
+5
+0.2% +$548 0.05% 151
2025
Q2 		$310K Sell
2,711
-183
-6% -$18.2K 0.06% 144
2025
Q1 		$254K Buy
+2,894
New +$219K 0.05% 149
2024
Q2 		– Sell
-1,337
Closed -$209K – 156
2024
Q1 		$209K Buy
+1,337
New +$190K 0.05% 156
2023
Q2 		– Sell
-1,098
Closed -$231K – 154
2023
Q1 		$231K Buy
1,098
+2
+0.2% +$449 0.06% 138
2022
Q4 		$270K Buy
1,096
+2
+0.2% +$495 0.08% 132
2022
Q3 		$262K Buy
1,094
+2
+0.2% +$493 0.09% 111
2022
Q2 		$268K Buy
1,092
+2
+0.2% +$467 0.09% 108
2022
Q1 		$243K Hold
1,090
– – 0.08% 131
2021
Q4 		$227K Buy
1,090
+3
+0.3% +$663 0.08% 135
2021
Q3 		$231K Buy
1,087
+2
+0.2% +$451 0.09% 120
2021
Q2 		$235K Sell
1,085
-74
-6% -$15.5K 0.09% 118
2021
Q1 		$235K Buy
1,159
+2
+0.2% +$397 0.11% 89
2020
Q4 		$243K Buy
1,157
+1
+0.1% +$214 0.12% 86
2020
Q3 		$242K Buy
1,156
+2
+0.2% +$393 0.14% 77
2020
Q2 		$220K Buy
+1,154
New +$209K 0.14% 79

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Resource Group's DG Position: Q2 2026 in Review

Advisory Resource Group increased its Dollar General (DG) stake by 2.1% in Q2 2026, buying an estimated $5.91K and bringing the position to 2,561 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #162.

Advisory Resource Group first reported a position in DG in Q2 2020 and has held it in 19 quarters since. The position peaked at $355K in Q4 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Advisory Resource Group held 2,561 shares of Dollar General worth $295K as of Q2 2026.
  • Advisory Resource Group bought 52 Dollar General shares in Q2 2026, an estimated $5.91K.
  • Dollar General made up 0.04% of Advisory Resource Group's portfolio in Q2 2026, its #162 holding.
  • Advisory Resource Group first reported a position in Dollar General in Q2 2020 and has held it in 19 quarters since.
  • Advisory Resource Group's Dollar General position peaked at $355K in Q4 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.