LGA
DG icon

Lebenthal Global Advisors’s Dollar General DG Stock Holding History

Lebenthal Global 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 		$209K Sell
1,812
-3,132
-63% -$356K 0.03% 200
2026
Q1 		$587K Sell
4,944
-999
-17% -$142K 0.09% 148
2025
Q4 		$789K Buy
5,943
+152
+3% +$17K 0.12% 119
2025
Q3 		$599K Sell
5,791
-42
-0.7% -$4.61K 0.1% 134
2025
Q2 		$667K Buy
+5,833
New +$579K 0.12% 116
2024
Q2 		– Sell
-3,304
Closed -$516K – 185
2024
Q1 		$516K Buy
3,304
+101
+3% +$14.4K 0.11% 111
2023
Q4 		$435K Buy
+3,203
New +$389K 0.1% 126

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

Lebenthal Global Advisors's DG Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its Dollar General (DG) stake by 63% in Q2 2026, selling an estimated $356K and leaving 1,812 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #200.

Lebenthal Global Advisors first reported a position in DG in Q4 2023 and has held it in 7 quarters since. The position peaked at $789K in Q4 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Lebenthal Global Advisors held 1,812 shares of Dollar General worth $209K as of Q2 2026.
  • Lebenthal Global Advisors sold 3,132 Dollar General shares in Q2 2026, an estimated $356K.
  • Dollar General made up 0.03% of Lebenthal Global Advisors's portfolio in Q2 2026, its #200 holding.
  • Lebenthal Global Advisors first reported a position in Dollar General in Q4 2023 and has held it in 7 quarters since.
  • Lebenthal Global Advisors's Dollar General position peaked at $789K in Q4 2025.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.