KWA
DG icon

Kingswood Wealth Advisors’s Dollar General DG Stock Holding History

Kingswood 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
Q2 		$356K Buy
3,091
+460
+17% +$52.3K 0.01% 715
2026
Q1 		$312K Sell
2,631
-397
-13% -$56.6K 0.01% 698
2025
Q4 		$402K Buy
3,028
+529
+21% +$59K 0.02% 589
2025
Q3 		$258K Buy
2,499
+348
+16% +$38.2K 0.02% 676
2025
Q2 		$246K Buy
+2,151
New +$214K 0.02% 631
2024
Q4 		– Sell
-2,524
Closed -$214K – 817
2024
Q3 		$214K Sell
2,524
-1,687
-40% -$185K 0.02% 652
2024
Q2 		$557K Buy
4,211
+585
+16% +$81.7K 0.05% 362
2024
Q1 		$566K Sell
3,626
-148
-4% -$21K 0.07% 317
2023
Q4 		$513K Sell
3,774
-1,077
-22% -$131K 0.06% 340
2023
Q3 		$513K Buy
+4,851
New +$723K 0.09% 241

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

Kingswood Wealth Advisors's DG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Dollar General (DG) stake by 17% in Q2 2026, buying an estimated $52.3K and bringing the position to 3,091 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #715.

Kingswood Wealth Advisors first reported a position in DG in Q3 2023 and has held it in 10 quarters since. The position peaked at $566K in Q1 2024. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Kingswood Wealth Advisors held 3,091 shares of Dollar General worth $356K as of Q2 2026.
  • Kingswood Wealth Advisors bought 460 Dollar General shares in Q2 2026, an estimated $52.3K.
  • Dollar General made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #715 holding.
  • Kingswood Wealth Advisors first reported a position in Dollar General in Q3 2023 and has held it in 10 quarters since.
  • Kingswood Wealth Advisors's Dollar General position peaked at $566K in Q1 2024.
  • 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.