Legacy Financial Advisors’s Dollar General DG Stock Holding History

Legacy Financial 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	$212K	Sell	1,846 -383	-17%	-$43.5K	0.03%	411
2026 Q1	$265K	Buy	2,229 +26	+1%	+$3.71K	0.04%	348
2025 Q4	$292K	Buy	+2,203	New	+$246K	0.04%	317
2023 Q1	–	Sell	-968	Closed	-$238K	–	258
2022 Q4	$238K	Buy	968 +92	+11%	+$22.8K	0.05%	212
2022 Q3	$210K	Buy	876 +47	+6%	+$11.6K	0.05%	205
2022 Q2	$203K	Buy	+829	New	+$194K	0.05%	207
2019 Q2	–	Sell	-130	Closed	-$16K	–	312
2019 Q1	$16K	Buy	130 +3	+2%	+$349	0.01%	505
2018 Q4	$14K	Buy	127 +98	+338%	+$10.6K	0.01%	479
2018 Q3	$3K	Buy	29 +23	+383%	+$2.39K	﹤0.01%	758
2018 Q2	$1K	Hold	6	–	–	﹤0.01%	860
2018 Q1	$0	Hold	6	–	–	﹤0.01%	840
2017 Q4	$0	Buy	+6	New	+$516	﹤0.01%	824

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Advisors's DG Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Dollar General (DG) stake by 17% in Q2 2026, selling an estimated $43.5K and leaving 1,846 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #411.

Legacy Financial Advisors first reported a position in DG in Q4 2017 and has held it in 12 quarters since. The position peaked at $292K in Q4 2025. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Legacy Financial Advisors held 1,846 shares of Dollar General worth $212K as of Q2 2026.
Legacy Financial Advisors sold 383 Dollar General shares in Q2 2026, an estimated $43.5K.
Dollar General made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #411 holding.
Legacy Financial Advisors first reported a position in Dollar General in Q4 2017 and has held it in 12 quarters since.
Legacy Financial Advisors's Dollar General position peaked at $292K in Q4 2025.
1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.