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Leavell Investment Management’s Dollar General DG Stock Holding History

Leavell Investment 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 		$443K Buy
3,849
+1,125
+41% +$128K 0.02% 462
2026
Q1 		$323K Buy
2,724
+50
+2% +$7.13K 0.01% 498
2025
Q4 		$355K Sell
2,674
-200
-7% -$22.3K 0.01% 471
2025
Q3 		$297K Buy
+2,874
New +$315K 0.01% 502

Other funds holding DG

ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
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
QI
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
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Leavell Investment Management's DG Position: Q2 2026 in Review

Leavell Investment Management increased its Dollar General (DG) stake by 41% in Q2 2026, buying an estimated $128K and bringing the position to 3,849 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #462.

Leavell Investment Management first reported a position in DG in Q3 2025 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Leavell Investment Management held 3,849 shares of Dollar General worth $443K as of Q2 2026.
  • Leavell Investment Management bought 1,125 Dollar General shares in Q2 2026, an estimated $128K.
  • Dollar General made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #462 holding.
  • Leavell Investment Management first reported a position in Dollar General in Q3 2025 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.