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HFM Investment Advisors’s Dollar General DG Stock Holding History

HFM Investment 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 		$2.07K Buy
18
+9
+100% +$1.02K ﹤0.01% 445
2026
Q1 		$1.07K Hold
9
– – ﹤0.01% 387
2025
Q4 		$1.2K Buy
9
+2
+29% +$223 ﹤0.01% 405
2025
Q3 		$723 Buy
7
+1
+17% +$110 ﹤0.01% 501
2025
Q2 		$686 Buy
6
+4
+200% +$397 ﹤0.01% 525
2025
Q1 		$176 Buy
+2
New +$151 ﹤0.01% 668

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

HFM Investment Advisors's DG Position: Q2 2026 in Review

HFM Investment Advisors increased its Dollar General (DG) stake by 100% in Q2 2026, buying an estimated $1.02K and bringing the position to 18 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

HFM Investment Advisors first reported a position in DG in Q1 2025 and has held it in 6 quarters since. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • HFM Investment Advisors held 18 shares of Dollar General worth $2.07K as of Q2 2026.
  • HFM Investment Advisors bought 9 Dollar General shares in Q2 2026, an estimated $1.02K.
  • Dollar General made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #445 holding.
  • HFM Investment Advisors first reported a position in Dollar General in Q1 2025 and has held it in 6 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.