Jamison Private Wealth Management
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Jamison Private Wealth Management’s Dollar General DG Stock Holding History

Jamison Private Wealth 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 		$748K Buy
6,257
+86
+1% +$10.6K 0.08% 135
2026
Q2 		$710K Buy
6,171
+1,184
+24% +$135K 0.07% 138
2026
Q1 		$592K Sell
4,987
-185
-4% -$26.4K 0.07% 141
2025
Q4 		$687K Sell
5,172
-108
-2% -$12K 0.08% 131
2025
Q3 		$546K Buy
5,280
+405
+8% +$44.4K 0.07% 148
2025
Q2 		$558K Buy
4,875
+255
+6% +$25.3K 0.08% 139
2025
Q1 		$406K Buy
4,620
+1,804
+64% +$137K 0.06% 156
2024
Q4 		$214K Buy
2,816
+1,174
+71% +$92.5K 0.03% 195
2024
Q3 		$139K Buy
1,642
+1,022
+165% +$112K 0.02% 210
2024
Q2 		$82K Buy
620
+452
+269% +$63.1K 0.01% 224
2024
Q1 		$26.2K Buy
168
+94
+127% +$13.4K ﹤0.01% 284
2023
Q4 		$10K Buy
74
+1
+1% +$121 ﹤0.01% 305
2023
Q3 		$7.77K Buy
+73
New +$10.9K ﹤0.01% 308

Other funds holding DG

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 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

Jamison Private Wealth Management's DG Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Dollar General (DG) stake by 1.4% in Q3 2026, buying an estimated $10.6K and bringing the position to 6,257 shares worth $748K. The position accounts for 0.08% of the portfolio, ranked #135.

Jamison Private Wealth Management first reported a position in DG in Q3 2023 and has held it in 13 quarters since. 457 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Jamison Private Wealth Management held 6,257 shares of Dollar General worth $748K as of Q3 2026.
  • Jamison Private Wealth Management bought 86 Dollar General shares in Q3 2026, an estimated $10.6K.
  • Dollar General made up 0.08% of Jamison Private Wealth Management's portfolio in Q3 2026, its #135 holding.
  • Jamison Private Wealth Management first reported a position in Dollar General in Q3 2023 and has held it in 13 quarters since.
  • 457 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.