Frank Rimerman Advisors’s Dollar General DG Stock Holding History

Frank Rimerman Advisors’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	$550K	Buy	4,782 +154	+3%	+$17.5K	0.03%	389
2026 Q1	$549K	Hold	4,628	–	–	0.04%	356
2025 Q4	$614K	Buy	4,628 +77	+2%	+$8.59K	0.04%	330
2025 Q3	$470K	Sell	4,551 -18	-0.4%	-$1.97K	0.03%	384
2025 Q2	$523K	Buy	4,569 +1,693	+59%	+$168K	0.04%	339
2025 Q1	$253K	Buy	+2,876	New	+$218K	0.02%	450
2024 Q4	–	Sell	-7,522	Closed	-$636K	–	528
2024 Q3	$636K	Sell	7,522 -516	-6%	-$56.6K	0.05%	288
2024 Q2	$1.06M	Buy	8,038 +8,029	+89,211%	+$1.12M	0.08%	209
2024 Q1	$1.41K	Hold	9	–	–	﹤0.01%	300
2023 Q4	$1.22K	Buy	+9	New	+$1.09K	﹤0.01%	289

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frank Rimerman Advisors's DG Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Dollar General (DG) stake by 3.3% in Q2 2026, buying an estimated $17.5K and bringing the position to 4,782 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #389.

Frank Rimerman Advisors first reported a position in DG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q2 2024. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Frank Rimerman Advisors held 4,782 shares of Dollar General worth $550K as of Q2 2026.
Frank Rimerman Advisors bought 154 Dollar General shares in Q2 2026, an estimated $17.5K.
Dollar General made up 0.03% of Frank Rimerman Advisors's portfolio in Q2 2026, its #389 holding.
Frank Rimerman Advisors first reported a position in Dollar General in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's Dollar General position peaked at $1.06M in Q2 2024.
1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.