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Legacy Financial Independent Advisors’s Dollar General DG Stock Holding History

Legacy Financial Independent 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 		$281K Sell
2,440
-50
-2% -$5.68K 0.13% 94
2026
Q1 		$296K Buy
+2,490
New +$355K 0.15% 91

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 $59.9B AUM 27.01% 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

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

Legacy Financial Independent Advisors reduced its Dollar General (DG) stake by 2% in Q2 2026, selling an estimated $5.68K and leaving 2,440 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #94.

Legacy Financial Independent Advisors first reported a position in DG in Q1 2026 and has held it in 2 quarters since. The position peaked at $296K in Q1 2026. 1,125 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Legacy Financial Independent Advisors held 2,440 shares of Dollar General worth $281K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 50 Dollar General shares in Q2 2026, an estimated $5.68K.
  • Dollar General made up 0.13% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #94 holding.
  • Legacy Financial Independent Advisors first reported a position in Dollar General in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Dollar General position peaked at $296K in Q1 2026.
  • 1,125 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.