Key Financial Inc
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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
Q3 		$33.7K Hold
282
– – 0.01% 612
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

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Key Financial Inc's DG Position: Q3 2026 in Review

Key Financial Inc held its Dollar General (DG) position steady in Q3 2026 at 282 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #612.

Key Financial Inc first reported a position in DG in Q1 2020 and has held it in 25 quarters since. The position peaked at $229K in Q2 2022. 626 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • Key Financial Inc held 282 shares of Dollar General worth $33.7K as of Q3 2026.
  • Key Financial Inc left its Dollar General share count unchanged in Q3 2026.
  • Dollar General made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #612 holding.
  • Key Financial Inc first reported a position in Dollar General in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Dollar General position peaked at $229K in Q2 2022.
  • 626 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.