FWP
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Family Wealth Partners’s Dollar General DG Stock Holding History

Family Wealth 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
Q2 		– Sell
-1,744
Closed -$207K – 113
2026
Q1 		$207K Buy
+1,744
New +$249K 0.07% 102

Other funds holding DG

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Family Wealth Partners's DG Position: Q2 2026 in Review

Family Wealth Partners sold out of Dollar General (DG) in Q2 2026, closing a stake of 1,744 shares — an estimated $207K sold.

Family Wealth Partners first reported a position in DG in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 453 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Family Wealth Partners reported no remaining Dollar General position as of Q2 2026 after selling out during the quarter.
  • Family Wealth Partners sold 1,744 Dollar General shares in Q2 2026, an estimated $207K.
  • Family Wealth Partners first reported a position in Dollar General in Q1 2026 and held it in 1 quarter.
  • Family Wealth Partners's Dollar General position peaked at $207K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.