Fiduciary Alliance
DG icon

Fiduciary Alliance’s Dollar General DG Stock Holding History

Fiduciary Alliance’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 		$373K Buy
3,116
+460
+17% +$56.7K 0.03% 365
2026
Q2 		$306K Buy
+2,656
New +$302K 0.02% 437
2023
Q3 		– Sell
-337
Closed -$57.2K – 354
2023
Q2 		$57.2K Buy
+337
New +$66.6K 0.01% 293
2023
Q1 		– Sell
-11,210
Closed -$2.76M – 324
2022
Q4 		$2.76M Buy
+11,210
New +$2.77M 0.71% 44

Other funds holding DG

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Fiduciary Alliance's DG Position: Q3 2026 in Review

Fiduciary Alliance increased its Dollar General (DG) stake by 17% in Q3 2026, buying an estimated $56.7K and bringing the position to 3,116 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #365.

Fiduciary Alliance first reported a position in DG in Q4 2022 and has held it in 4 quarters since. The position peaked at $2.76M in Q4 2022. 291 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Fiduciary Alliance held 3,116 shares of Dollar General worth $373K as of Q3 2026.
  • Fiduciary Alliance bought 460 Dollar General shares in Q3 2026, an estimated $56.7K.
  • Dollar General made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #365 holding.
  • Fiduciary Alliance first reported a position in Dollar General in Q4 2022 and has held it in 4 quarters since.
  • Fiduciary Alliance's Dollar General position peaked at $2.76M in Q4 2022.
  • 291 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.