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Bell Investment Advisors’s Dollar General DG Stock Holding History

Bell Investment Advisors’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 		$7.37K Sell
64
-16
-20% -$1.82K ﹤0.01% 818
2026
Q1 		$9.5K Sell
80
-33
-29% -$4.71K ﹤0.01% 699
2025
Q4 		$15K Buy
113
+33
+41% +$3.68K ﹤0.01% 547
2025
Q3 		$8.27K Sell
80
-20
-20% -$2.19K ﹤0.01% 704
2025
Q2 		$11.4K Buy
100
+9
+10% +$893 ﹤0.01% 622
2025
Q1 		$8K Buy
91
+9
+11% +$681 ﹤0.01% 696
2024
Q4 		$6.22K Buy
82
+18
+28% +$1.42K ﹤0.01% 820
2024
Q3 		$5.41K Sell
64
-24
-27% -$2.63K ﹤0.01% 890
2024
Q2 		$11.6K Sell
88
-4
-4% -$559 ﹤0.01% 560
2024
Q1 		$14.4K Buy
92
+8
+10% +$1.14K ﹤0.01% 458
2023
Q4 		$11.4K Buy
84
+17
+25% +$2.06K ﹤0.01% 509
2023
Q3 		$7.09K Buy
67
+6
+10% +$894 ﹤0.01% 637
2023
Q2 		$10.4K Sell
61
-21
-26% -$4.15K ﹤0.01% 502
2023
Q1 		$17.3K Sell
82
-10
-11% -$2.25K ﹤0.01% 333
2022
Q4 		$22.7K Sell
92
-2
-2% -$495 0.01% 280
2022
Q3 		$23K Buy
94
+17
+22% +$4.19K 0.01% 238
2022
Q2 		$19K Buy
+77
New +$18K 0.01% 272
2021
Q4 		$20K Sell
84
-3
-3% -$663 0.01% 312
2021
Q3 		$18K Buy
+87
New +$19.6K 0.01% 305

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

Bell Investment Advisors's DG Position: Q2 2026 in Review

Bell Investment Advisors reduced its Dollar General (DG) stake by 20% in Q2 2026, selling an estimated $1.82K and leaving 64 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Bell Investment Advisors first reported a position in DG in Q3 2021 and has held it in 19 quarters since. The position peaked at $23K in Q3 2022. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Bell Investment Advisors held 64 shares of Dollar General worth $7.37K as of Q2 2026.
  • Bell Investment Advisors sold 16 Dollar General shares in Q2 2026, an estimated $1.82K.
  • Dollar General made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #818 holding.
  • Bell Investment Advisors first reported a position in Dollar General in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Dollar General position peaked at $23K in Q3 2022.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.