Border to Coast Pensions Partnership’s Dollar General DG Stock Holding History

Border to Coast Pensions Partnership’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	$56.2M	Buy	470,586 +43,268	+10%	+$5.34M	0.77%	40
2026 Q2	$49.1M	Buy	427,318 +39,589	+10%	+$4.5M	0.72%	43
2026 Q1	$46.2M	Buy	387,729 +48,563	+14%	+$6.92M	0.78%	44
2025 Q4	$45.1M	Hold	339,166	–	–	0.79%	45
2025 Q3	$35.1M	Buy	339,166 +134,988	+66%	+$14.8M	0.61%	54
2025 Q2	$23.4M	Buy	+204,178	New	+$20.3M	0.43%	66
2023 Q4	–	Sell	-82,696	Closed	-$8.71M	–	81
2023 Q3	$8.71M	Sell	82,696 -39,302	-32%	-$5.86M	0.23%	76
2023 Q2	$20.7M	Hold	121,998	–	–	0.52%	67
2023 Q1	$25.7M	Buy	121,998 +7,335	+6%	+$1.65M	0.69%	60
2022 Q4	$28.2M	Hold	114,663	–	–	0.91%	46
2022 Q3	$27.5M	Hold	114,663	–	–	0.89%	41
2022 Q2	$28.2M	Buy	114,663 +2,683	+2%	+$626K	0.87%	43
2022 Q1	$24.9M	Sell	111,980 -14,848	-12%	-$3.15M	0.71%	57
2021 Q4	$29.9M	Hold	126,828	–	–	1.01%	34
2021 Q3	$29.8M	Sell	126,828 -15,000	-11%	-$3.38M	1.01%	34
2021 Q2	$30.9M	Buy	+141,828	New	+$29.8M	1.08%	22

Other funds holding DG

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Border to Coast Pensions Partnership's DG Position: Q3 2026 in Review

Border to Coast Pensions Partnership increased its Dollar General (DG) stake by 10% in Q3 2026, buying an estimated $5.34M and bringing the position to 470,586 shares worth $56.2M. The position accounts for 0.77% of the portfolio, ranked #40.

Border to Coast Pensions Partnership first reported a position in DG in Q2 2021 and has held it in 16 quarters since. 41 funds tracked by Wall St. Rank hold DG as of Q3 2026.

Border to Coast Pensions Partnership held 470,586 shares of Dollar General worth $56.2M as of Q3 2026.
Border to Coast Pensions Partnership bought 43,268 Dollar General shares in Q3 2026, an estimated $5.34M.
Dollar General made up 0.77% of Border to Coast Pensions Partnership's portfolio in Q3 2026, its #40 holding.
Border to Coast Pensions Partnership first reported a position in Dollar General in Q2 2021 and has held it in 16 quarters since.
41 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q3 2026, filed 9 Oct 2026.