JBR Co Financial Management’s Dollar General DG Stock Holding History

JBR Co Financial 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 Q2	$390K	Sell	3,388 -458	-12%	-$52.1K	0.14%	99
2026 Q1	$511K	Hold	3,846	–	–	0.21%	77
2025 Q4	$511K	Sell	3,846 -1,391	-27%	-$155K	0.21%	77
2025 Q3	$541K	Buy	5,237 +645	+14%	+$70.7K	0.23%	73
2025 Q2	$525K	Buy	4,592 +1,330	+41%	+$132K	0.26%	69
2025 Q1	$287K	Sell	3,262 -115	-3%	-$8.71K	0.17%	94
2024 Q4	$256K	Buy	3,377 +295	+10%	+$23.2K	0.16%	93
2024 Q3	$261K	Buy	+3,082	New	+$338K	0.17%	94

Other funds holding DG

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

JBR Co Financial Management's DG Position: Q2 2026 in Review

JBR Co Financial Management reduced its Dollar General (DG) stake by 12% in Q2 2026, selling an estimated $52.1K and leaving 3,388 shares worth $390K. The position accounts for 0.14% of the portfolio, ranked #99.

JBR Co Financial Management first reported a position in DG in Q3 2024 and has held it in 8 quarters since. The position peaked at $541K in Q3 2025. 261 funds tracked by Wall St. Rank hold DG as of Q2 2026.

JBR Co Financial Management held 3,388 shares of Dollar General worth $390K as of Q2 2026.
JBR Co Financial Management sold 458 Dollar General shares in Q2 2026, an estimated $52.1K.
Dollar General made up 0.14% of JBR Co Financial Management's portfolio in Q2 2026, its #99 holding.
JBR Co Financial Management first reported a position in Dollar General in Q3 2024 and has held it in 8 quarters since.
JBR Co Financial Management's Dollar General position peaked at $541K in Q3 2025.
261 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.