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Essential Partners’s Dollar General DG Stock Holding History

Essential Partners’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 		$518K Buy
4,328
+38
+0.9% +$4.69K 0.24% 69
2026
Q2 		$494K Sell
4,290
-2,723
-39% -$309K 0.23% 75
2026
Q1 		$833K Sell
7,013
-5,010
-42% -$714K 0.28% 85
2025
Q4 		$1.6M Buy
12,023
+9,885
+462% +$1.1M 0.49% 40
2025
Q3 		$221K Buy
2,138
+2,049
+2,302% +$225K 0.07% 302
2025
Q2 		$10.2K Buy
+89
New +$8.83K ﹤0.01% 838

Other funds holding DG

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
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Essential Partners's DG Position: Q3 2026 in Review

Essential Partners increased its Dollar General (DG) stake by 0.89% in Q3 2026, buying an estimated $4.69K and bringing the position to 4,328 shares worth $518K. The position accounts for 0.24% of the portfolio, ranked #69.

Essential Partners first reported a position in DG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.6M in Q4 2025. 134 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Essential Partners held 4,328 shares of Dollar General worth $518K as of Q3 2026.
  • Essential Partners bought 38 Dollar General shares in Q3 2026, an estimated $4.69K.
  • Dollar General made up 0.24% of Essential Partners's portfolio in Q3 2026, its #69 holding.
  • Essential Partners first reported a position in Dollar General in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Dollar General position peaked at $1.6M in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.