AFT
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Alpha Family Trust’s Dollar General DG Stock Holding History

Alpha Family Trust’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 		$282K Hold
2,450
– – 0.11% 147
2026
Q1 		$291K Hold
2,450
– – 0.14% 138
2025
Q4 		$325K Hold
2,450
– – 0.15% 123
2025
Q3 		$253K Hold
2,450
– – 0.12% 151
2025
Q2 		$280K Hold
2,450
– – 0.14% 137
2025
Q1 		$215K Buy
+2,450
New +$185K 0.13% 156

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 $3.38T AUM 44.17% 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

Alpha Family Trust's DG Position: Q2 2026 in Review

Alpha Family Trust held its Dollar General (DG) position steady in Q2 2026 at 2,450 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #147.

Alpha Family Trust first reported a position in DG in Q1 2025 and has held it in 6 quarters since. The position peaked at $325K in Q4 2025. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Alpha Family Trust held 2,450 shares of Dollar General worth $282K as of Q2 2026.
  • Alpha Family Trust left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up 0.11% of Alpha Family Trust's portfolio in Q2 2026, its #147 holding.
  • Alpha Family Trust first reported a position in Dollar General in Q1 2025 and has held it in 6 quarters since.
  • Alpha Family Trust's Dollar General position peaked at $325K in Q4 2025.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.