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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
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

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
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Fiduciary Alliance's DG Position: Q2 2026 in Review

Fiduciary Alliance opened a new position in Dollar General (DG) in Q2 2026: 2,656 shares worth $306K. The stake represents 0.02% of the portfolio and ranks #437 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in DG as recently as Q2 2023.

Fiduciary Alliance first reported a position in DG in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.76M in Q4 2022. 176 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Fiduciary Alliance held 2,656 shares of Dollar General worth $306K as of Q2 2026.
  • Dollar General was a new Fiduciary Alliance position in Q2 2026.
  • Dollar General made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #437 holding.
  • Fiduciary Alliance first reported a position in Dollar General in Q4 2022 and has held it in 3 quarters since.
  • Fiduciary Alliance's Dollar General position peaked at $2.76M in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.