FFO
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Fiduciary Family Office’s Dollar General DG Stock Holding History

Fiduciary Family Office’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 		$523K Buy
+4,541
New +$516K 0.13% 110
2026
Q1 		– Sell
-1,791
Closed -$238K – 186
2025
Q4 		$238K Buy
+1,791
New +$200K 0.07% 164
2024
Q3 		– Sell
-4,611
Closed -$610K – 207
2024
Q2 		$610K Sell
4,611
-11
-0.2% -$1.54K 0.24% 108
2024
Q1 		$721K Buy
4,622
+1,880
+69% +$267K 0.28% 99
2023
Q4 		$373K Buy
+2,742
New +$333K 0.16% 146

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

Fiduciary Family Office's DG Position: Q2 2026 in Review

Fiduciary Family Office opened a new position in Dollar General (DG) in Q2 2026: 4,541 shares worth $523K. The stake represents 0.13% of the portfolio and ranks #110 among its holdings. This is a return to the name: Fiduciary Family Office previously reported a position in DG as recently as Q4 2025.

Fiduciary Family Office first reported a position in DG in Q4 2023 and has held it in 5 quarters since. The position peaked at $721K in Q1 2024. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Fiduciary Family Office held 4,541 shares of Dollar General worth $523K as of Q2 2026.
  • Dollar General was a new Fiduciary Family Office position in Q2 2026.
  • Dollar General made up 0.13% of Fiduciary Family Office's portfolio in Q2 2026, its #110 holding.
  • Fiduciary Family Office first reported a position in Dollar General in Q4 2023 and has held it in 5 quarters since.
  • Fiduciary Family Office's Dollar General position peaked at $721K in Q1 2024.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.