Foundation Resource Management’s Dollar General DG Stock Holding History

Foundation Resource Management’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	$34M	Sell	284,338 -2,005	-0.7%	-$247K	3.62%	8
2026 Q2	$33M	Buy	286,343 +2,925	+1%	+$332K	3.83%	6
2026 Q1	$33.7M	Sell	283,418 -1,512	-0.5%	-$216K	3.79%	8
2025 Q4	$37.8M	Buy	284,930 +1,296	+0.5%	+$145K	5.06%	5
2025 Q3	$29.3M	Buy	283,634 +1,674	+0.6%	+$184K	4.21%	7
2025 Q2	$32.3M	Sell	281,960 -914	-0.3%	-$90.7K	4.99%	7
2025 Q1	$24.9M	Buy	282,874 +183,726	+185%	+$13.9M	3.92%	9
2024 Q4	$7.52M	Buy	99,148 +1,635	+2%	+$129K	1.26%	29
2024 Q3	$8.25M	Buy	+97,513	New	+$10.7M	1.27%	28

Other funds holding DG

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Foundation Resource Management's DG Position: Q3 2026 in Review

Foundation Resource Management reduced its Dollar General (DG) stake by 0.7% in Q3 2026, selling an estimated $247K and leaving 284,338 shares worth $34M. The position accounts for 3.62% of the portfolio, ranked #8.

Foundation Resource Management first reported a position in DG in Q3 2024 and has held it in 9 quarters since. The position peaked at $37.8M in Q4 2025. 152 funds tracked by Wall St. Rank hold DG as of Q3 2026.

Foundation Resource Management held 284,338 shares of Dollar General worth $34M as of Q3 2026.
Foundation Resource Management sold 2,005 Dollar General shares in Q3 2026, an estimated $247K.
Dollar General made up 3.62% of Foundation Resource Management's portfolio in Q3 2026, its #8 holding.
Foundation Resource Management first reported a position in Dollar General in Q3 2024 and has held it in 9 quarters since.
Foundation Resource Management's Dollar General position peaked at $37.8M in Q4 2025.
152 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Foundation Resource Management's 13F filing for Q3 2026, filed 19 Oct 2026.