CX Institutional
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CX Institutional’s Dollar General DG Stock Holding History

CX Institutional’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 		$389K Buy
3,253
+141
+5% +$17.4K 0.01% 534
2026
Q2 		$358K Sell
3,112
-96
-3% -$10.9K 0.01% 567
2026
Q1 		$381K Sell
3,208
-7,561
-70% -$1.08M 0.01% 528
2025
Q4 		$1.43M Buy
10,769
+360
+3% +$40.2K 0.04% 242
2025
Q3 		$1.08M Sell
10,409
-139
-1% -$15.2K 0.03% 294
2025
Q2 		$1.21M Sell
10,548
-2,428
-19% -$241K 0.04% 245
2025
Q1 		$1.14M Buy
+12,976
New +$982K 0.04% 254
2023
Q2 		– Sell
-1,218
Closed -$258K – 510
2023
Q1 		$258K Buy
1,218
+171
+16% +$38.4K 0.01% 432
2022
Q4 		$258K Buy
+1,047
New +$259K 0.02% 458
2022
Q3 		– Sell
-977
Closed -$240K – 619
2022
Q2 		$240K Sell
977
-70
-7% -$16.3K 0.02% 409
2022
Q1 		$233K Buy
1,047
+106
+11% +$22.5K 0.02% 342
2021
Q4 		$222K Buy
941
+370
+65% +$81.7K 0.02% 316
2021
Q3 		$121K Sell
571
-135
-19% -$30.5K 0.01% 415
2021
Q2 		$153K Buy
706
+155
+28% +$32.6K 0.01% 372
2021
Q1 		$112K Sell
551
-11,371
-95% -$2.26M 0.01% 367
2020
Q4 		$2.51M Sell
11,922
-1,956
-14% -$418K 0.24% 126
2020
Q3 		$2.91M Buy
13,878
+13,657
+6,180% +$2.69M 0.31% 88
2020
Q2 		$42K Buy
221
+108
+96% +$19.5K 0.01% 355
2020
Q1 		$17K Buy
113
+32
+40% +$4.94K ﹤0.01% 394
2019
Q4 		$13K Sell
81
-5
-6% -$793 ﹤0.01% 399
2019
Q3 		$14K Sell
86
-11
-11% -$1.59K ﹤0.01% 416
2019
Q2 		$13K Buy
97
+37
+62% +$4.68K ﹤0.01% 444
2019
Q1 		$7K Buy
60
+49
+445% +$5.7K ﹤0.01% 490
2018
Q4 		$1K Buy
+11
New +$1.19K ﹤0.01% 479

Other funds holding DG

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

CX Institutional's DG Position: Q3 2026 in Review

CX Institutional increased its Dollar General (DG) stake by 4.5% in Q3 2026, buying an estimated $17.4K and bringing the position to 3,253 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #534.

CX Institutional first reported a position in DG in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.91M in Q3 2020. 257 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • CX Institutional held 3,253 shares of Dollar General worth $389K as of Q3 2026.
  • CX Institutional bought 141 Dollar General shares in Q3 2026, an estimated $17.4K.
  • Dollar General made up 0.01% of CX Institutional's portfolio in Q3 2026, its #534 holding.
  • CX Institutional first reported a position in Dollar General in Q4 2018 and has held it in 24 quarters since.
  • CX Institutional's Dollar General position peaked at $2.91M in Q3 2020.
  • 257 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.