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Fortem Financial Group’s Dollar General DG Stock Holding History

Fortem Financial Group’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 		$2.18M Buy
18,903
+1,923
+11% +$219K 0.44% 63
2026
Q1 		$2.02M Buy
16,980
+779
+5% +$111K 0.51% 61
2025
Q4 		$2.15M Buy
16,201
+14,201
+710% +$1.58M 0.58% 51
2025
Q3 		$207K Hold
2,000
– – 0.06% 158
2025
Q2 		$229K Buy
+2,000
New +$199K 0.07% 154
2023
Q4 		– Sell
-2,000
Closed -$212K – 163
2023
Q3 		$212K Buy
+2,000
New +$298K 0.12% 151

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

Fortem Financial Group's DG Position: Q2 2026 in Review

Fortem Financial Group increased its Dollar General (DG) stake by 11% in Q2 2026, buying an estimated $219K and bringing the position to 18,903 shares worth $2.18M. The position accounts for 0.44% of the portfolio, ranked #63.

Fortem Financial Group first reported a position in DG in Q3 2023 and has held it in 6 quarters since. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Fortem Financial Group held 18,903 shares of Dollar General worth $2.18M as of Q2 2026.
  • Fortem Financial Group bought 1,923 Dollar General shares in Q2 2026, an estimated $219K.
  • Dollar General made up 0.44% of Fortem Financial Group's portfolio in Q2 2026, its #63 holding.
  • Fortem Financial Group first reported a position in Dollar General in Q3 2023 and has held it in 6 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.