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Everpar Advisors’s Dollar General DG Stock Holding History

Everpar 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 		$268K Sell
2,328
-249
-10% -$28.3K 0.08% 238
2026
Q1 		$306K Buy
2,577
+473
+22% +$67.4K 0.11% 203
2025
Q4 		$279K Buy
+2,104
New +$235K 0.1% 208

Other funds holding DG

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Everpar Advisors's DG Position: Q2 2026 in Review

Everpar Advisors reduced its Dollar General (DG) stake by 9.7% in Q2 2026, selling an estimated $28.3K and leaving 2,328 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #238.

Everpar Advisors first reported a position in DG in Q4 2025 and has held it in 3 quarters since. The position peaked at $306K in Q1 2026. 146 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Everpar Advisors held 2,328 shares of Dollar General worth $268K as of Q2 2026.
  • Everpar Advisors sold 249 Dollar General shares in Q2 2026, an estimated $28.3K.
  • Dollar General made up 0.08% of Everpar Advisors's portfolio in Q2 2026, its #238 holding.
  • Everpar Advisors first reported a position in Dollar General in Q4 2025 and has held it in 3 quarters since.
  • Everpar Advisors's Dollar General position peaked at $306K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.