Atlantic Private Wealth
DG icon

Atlantic Private Wealth’s Dollar General DG Stock Holding History

Atlantic Private Wealth’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 		$598 Hold
5
– – ﹤0.01% 262
2026
Q2 		$576 Hold
5
– – ﹤0.01% 260
2026
Q1 		$594 Hold
5
– – ﹤0.01% 264
2025
Q4 		$664 Buy
+5
New +$558 ﹤0.01% 292

Other funds holding DG

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Atlantic Private Wealth's DG Position: Q3 2026 in Review

Atlantic Private Wealth held its Dollar General (DG) position steady in Q3 2026 at 5 shares worth $598. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Atlantic Private Wealth first reported a position in DG in Q4 2025 and has held it in 4 quarters since. The position peaked at $664 in Q4 2025. 748 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Atlantic Private Wealth held 5 shares of Dollar General worth $598 as of Q3 2026.
  • Atlantic Private Wealth left its Dollar General share count unchanged in Q3 2026.
  • Dollar General made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q3 2026, its #262 holding.
  • Atlantic Private Wealth first reported a position in Dollar General in Q4 2025 and has held it in 4 quarters since.
  • Atlantic Private Wealth's Dollar General position peaked at $664 in Q4 2025.
  • 748 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.