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LifeSteps Financial’s Dollar General DG Stock Holding History

LifeSteps Financial’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 		$5.76K Buy
+50
New +$5.68K ﹤0.01% 512
2024
Q2 		– Sell
-50
Closed -$7.8K – 162
2024
Q1 		$7.8K Buy
+50
New +$7.11K 0.01% 314

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

LifeSteps Financial's DG Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Dollar General (DG) in Q2 2026: 50 shares worth $5.76K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in DG as recently as Q1 2024.

LifeSteps Financial first reported a position in DG in Q1 2024 and has held it in 2 quarters since. The position peaked at $7.8K in Q1 2024. 293 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • LifeSteps Financial held 50 shares of Dollar General worth $5.76K as of Q2 2026.
  • Dollar General was a new LifeSteps Financial position in Q2 2026.
  • Dollar General made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #512 holding.
  • LifeSteps Financial first reported a position in Dollar General in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Dollar General position peaked at $7.8K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.