KFI
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Key Financial Inc’s Dollar General DG Stock Holding History

Key Financial Inc’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 		$32.5K Hold
282
– – 0.01% 630
2026
Q1 		$33.5K Hold
282
– – 0.01% 618
2025
Q4 		$37.4K Hold
282
– – 0.01% 588
2025
Q3 		$28.1K Sell
282
-3
-1% -$329 0.01% 638
2025
Q2 		$32.6K Sell
285
-30
-10% -$2.98K 0.01% 580
2025
Q1 		$27.7K Hold
315
– – 0.01% 589
2024
Q4 		$23.9K Hold
315
– – 0.01% 615
2024
Q3 		$26.6K Sell
315
-370
-54% -$40.6K 0.01% 587
2024
Q2 		$90.6K Hold
685
– – 0.02% 353
2024
Q1 		$107K Hold
685
– – 0.03% 311
2023
Q4 		$93.1K Sell
685
-246
-26% -$29.8K 0.03% 324
2023
Q3 		$98.5K Hold
931
– – 0.03% 296
2023
Q2 		$158K Hold
931
– – 0.05% 232
2023
Q1 		$196K Hold
931
– – 0.07% 200
2022
Q4 		$223K Hold
931
– – 0.11% 150
2022
Q3 		$223K Hold
931
– – 0.1% 152
2022
Q2 		$229K Hold
931
– – 0.12% 134
2022
Q1 		$207K Buy
931
+246
+36% +$52.3K 0.1% 158
2021
Q4 		$162K Hold
685
– – 0.08% 170
2021
Q3 		$145K Hold
685
– – 0.08% 177
2021
Q2 		$159K Buy
685
+373
+120% +$78.4K 0.09% 176
2021
Q1 		$63K Hold
312
– – 0.04% 239
2020
Q4 		$66K Buy
+312
New +$66.6K 0.05% 219
2020
Q2 		– Sell
-425
Closed -$62K – 211
2020
Q1 		$62K Buy
+425
New +$65.6K 0.06% 197

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

Key Financial Inc's DG Position: Q2 2026 in Review

Key Financial Inc held its Dollar General (DG) position steady in Q2 2026 at 282 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #630.

Key Financial Inc first reported a position in DG in Q1 2020 and has held it in 24 quarters since. The position peaked at $229K in Q2 2022. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Key Financial Inc held 282 shares of Dollar General worth $32.5K as of Q2 2026.
  • Key Financial Inc left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #630 holding.
  • Key Financial Inc first reported a position in Dollar General in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Dollar General position peaked at $229K in Q2 2022.
  • 1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.