JFS Wealth Advisors
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JFS Wealth Advisors’s Dollar General DG Stock Holding History

JFS Wealth 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
Q3 		$217K Sell
1,818
-1,414
-44% -$174K 0.01% 321
2026
Q2 		$372K Sell
3,232
-43
-1% -$4.89K 0.02% 261
2026
Q1 		$389K Sell
3,275
-477
-13% -$68K 0.02% 251
2025
Q4 		$498K Sell
3,752
-794
-17% -$88.6K 0.03% 229
2025
Q3 		$470K Buy
4,546
+16
+0.4% +$1.75K 0.03% 234
2025
Q2 		$518K Buy
4,530
+643
+17% +$63.8K 0.03% 206
2025
Q1 		$342K Sell
3,887
-1,395
-26% -$106K 0.02% 240
2024
Q4 		$400K Buy
5,282
+5,144
+3,728% +$405K 0.03% 216
2024
Q3 		$11.7K Sell
138
-99
-42% -$10.9K ﹤0.01% 804
2024
Q2 		$31.3K Sell
237
-127
-35% -$17.7K ﹤0.01% 502
2024
Q1 		$56.8K Buy
364
+94
+35% +$13.4K ﹤0.01% 406
2023
Q4 		$36.7K Buy
270
+70
+35% +$8.49K ﹤0.01% 464
2023
Q3 		$21.2K Buy
200
+56
+39% +$8.35K ﹤0.01% 535
2023
Q2 		$24.4K Sell
144
-60
-29% -$11.9K ﹤0.01% 494
2023
Q1 		$42.9K Sell
204
-76
-27% -$17.1K ﹤0.01% 391
2022
Q4 		$69K Sell
280
-8
-3% -$1.98K 0.01% 329
2022
Q3 		$69K Sell
288
-20
-6% -$4.93K 0.01% 328
2022
Q2 		$76K Sell
308
-3
-1% -$700 0.01% 325
2022
Q1 		$69K Buy
311
+74
+31% +$15.7K 0.01% 356
2021
Q4 		$56K Sell
237
-29
-11% -$6.4K 0.01% 402
2021
Q3 		$56K Buy
+266
New +$60K 0.01% 402
2021
Q1 		– Sell
-36
Closed -$8K – 595
2020
Q4 		$8K Buy
+36
New +$7.69K ﹤0.01% 432
2018
Q2 		– Sell
-64
Closed -$6K – 489
2018
Q1 		$6K Hold
64
– – ﹤0.01% 403
2017
Q4 		$6K Buy
+64
New +$5.5K ﹤0.01% 411
2016
Q2 		– Sell
-20
Closed -$2K – 526
2016
Q1 		$2K Buy
+20
New +$1.51K ﹤0.01% 514

Other funds holding DG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

JFS Wealth Advisors's DG Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Dollar General (DG) stake by 44% in Q3 2026, selling an estimated $174K and leaving 1,818 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #321.

JFS Wealth Advisors first reported a position in DG in Q1 2016 and has held it in 25 quarters since. The position peaked at $518K in Q2 2025. 996 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • JFS Wealth Advisors held 1,818 shares of Dollar General worth $217K as of Q3 2026.
  • JFS Wealth Advisors sold 1,414 Dollar General shares in Q3 2026, an estimated $174K.
  • Dollar General made up 0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #321 holding.
  • JFS Wealth Advisors first reported a position in Dollar General in Q1 2016 and has held it in 25 quarters since.
  • JFS Wealth Advisors's Dollar General position peaked at $518K in Q2 2025.
  • 996 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.