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Farther Finance Advisors’s Dollar General DG Stock Holding History

Farther Finance 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
Q3 		$870K Sell
7,277
-134
-2% -$16.5K 0.01% 1216
2026
Q2 		$854K Sell
7,411
-1,096
-13% -$125K 0.01% 1198
2026
Q1 		$997K Buy
8,507
+89
+1% +$12.7K 0.01% 970
2025
Q4 		$1.12M Buy
8,418
+2,457
+41% +$274K 0.01% 830
2025
Q3 		$616K Sell
5,961
-3,158
-35% -$346K 0.01% 970
2025
Q2 		$1.04M Buy
9,119
+5,827
+177% +$578K 0.02% 574
2025
Q1 		$288K Buy
3,292
+1,081
+49% +$81.8K 0.01% 1052
2024
Q4 		$168K Sell
2,211
-375
-15% -$29.6K 0.01% 1064
2024
Q3 		$219K Sell
2,586
-2,175
-46% -$238K 0.01% 959
2024
Q2 		$622K Sell
4,761
-1,114
-19% -$156K 0.03% 407
2024
Q1 		$924K Sell
5,875
-1,730
-23% -$246K 0.06% 269
2023
Q4 		$1.03M Buy
7,605
+6,173
+431% +$749K 0.07% 230
2023
Q3 		$152K Buy
1,432
+1,125
+366% +$168K 0.02% 439
2023
Q2 		$52.1K Buy
307
+53
+21% +$10.5K 0.01% 656
2023
Q1 		$53.5K Buy
254
+29
+13% +$6.51K 0.02% 585
2022
Q4 		$55.4K Buy
+225
New +$55.6K 0.02% 463

Other funds holding DG

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
RP
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GI
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Farther Finance Advisors's DG Position: Q3 2026 in Review

Farther Finance Advisors reduced its Dollar General (DG) stake by 1.8% in Q3 2026, selling an estimated $16.5K and leaving 7,277 shares worth $870K. The position accounts for 0.01% of the portfolio, ranked #1216.

Farther Finance Advisors first reported a position in DG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.12M in Q4 2025. 41 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Farther Finance Advisors held 7,277 shares of Dollar General worth $870K as of Q3 2026.
  • Farther Finance Advisors sold 134 Dollar General shares in Q3 2026, an estimated $16.5K.
  • Dollar General made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1216 holding.
  • Farther Finance Advisors first reported a position in Dollar General in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Dollar General position peaked at $1.12M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.