James T. Borello
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James T. Borello’s Dollar General DG Stock Holding History

James T. Borello’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 		$12.9K Buy
108
+15
+16% +$1.85K ﹤0.01% 535
2026
Q2 		$10.7K Sell
93
-47
-34% -$5.34K ﹤0.01% 576
2026
Q1 		$16.6K Buy
140
+34
+32% +$4.85K ﹤0.01% 418
2025
Q4 		$14.1K Buy
106
+91
+607% +$10.2K ﹤0.01% 336
2025
Q3 		$1.55K Buy
+15
New +$1.64K ﹤0.01% 762

Other funds holding DG

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

James T. Borello's DG Position: Q3 2026 in Review

James T. Borello increased its Dollar General (DG) stake by 16% in Q3 2026, buying an estimated $1.85K and bringing the position to 108 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

James T. Borello first reported a position in DG in Q3 2025 and has held it in 5 quarters since. The position peaked at $16.6K in Q1 2026. 424 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • James T. Borello held 108 shares of Dollar General worth $12.9K as of Q3 2026.
  • James T. Borello bought 15 Dollar General shares in Q3 2026, an estimated $1.85K.
  • Dollar General made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #535 holding.
  • James T. Borello first reported a position in Dollar General in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Dollar General position peaked at $16.6K in Q1 2026.
  • 424 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.