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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Farther Finance Advisors's DG Position: Q2 2026 in Review

Farther Finance Advisors reduced its Dollar General (DG) stake by 13% in Q2 2026, selling an estimated $125K and leaving 7,411 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #1198.

Farther Finance Advisors first reported a position in DG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.12M in Q4 2025. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Farther Finance Advisors held 7,411 shares of Dollar General worth $854K as of Q2 2026.
  • Farther Finance Advisors sold 1,096 Dollar General shares in Q2 2026, an estimated $125K.
  • Dollar General made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1198 holding.
  • Farther Finance Advisors first reported a position in Dollar General in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Dollar General position peaked at $1.12M in Q4 2025.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.