Pinnacle Associates’s Dollar General DG Stock Holding History

Pinnacle Associates’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 Q3	$675K	Buy	5,646 +87	+2%	+$10.7K	0.01%	615
2026 Q2	$640K	Sell	5,559 -355	-6%	-$40.3K	0.01%	633
2026 Q1	$702K	Buy	5,914 +10	+0.2%	+$1.43K	0.01%	587
2025 Q4	$784K	Buy	5,904 +3,378	+134%	+$377K	0.01%	562
2025 Q3	$261K	Sell	2,526 -2,502	-50%	-$274K	﹤0.01%	792
2025 Q2	$575K	Buy	5,028 +2,608	+108%	+$259K	0.01%	608
2025 Q1	$213K	Sell	2,420 -564	-19%	-$42.7K	﹤0.01%	782
2024 Q4	$226K	Sell	2,984 -14,028	-82%	-$1.11M	﹤0.01%	785
2024 Q3	$2.31M	Buy	17,012 +580	+4%	+$63.6K	0.04%	348
2024 Q2	$2.17M	Sell	16,432 -524	-3%	-$73.2K	0.03%	352
2024 Q1	$2.65M	Sell	16,956 -56	-0.3%	-$7.96K	0.04%	332
2023 Q4	$2.31M	Buy	17,012 +14,141	+493%	+$1.72M	0.04%	352
2023 Q3	$304K	Buy	+2,871	New	+$428K	0.01%	672

Other funds holding DG

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Pinnacle Associates's DG Position: Q3 2026 in Review

Pinnacle Associates increased its Dollar General (DG) stake by 1.6% in Q3 2026, buying an estimated $10.7K and bringing the position to 5,646 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #615.

Pinnacle Associates first reported a position in DG in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.65M in Q1 2024. 240 funds tracked by Wall St. Rank hold DG as of Q3 2026.

Pinnacle Associates held 5,646 shares of Dollar General worth $675K as of Q3 2026.
Pinnacle Associates bought 87 Dollar General shares in Q3 2026, an estimated $10.7K.
Dollar General made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #615 holding.
Pinnacle Associates first reported a position in Dollar General in Q3 2023 and has held it in 13 quarters since.
Pinnacle Associates's Dollar General position peaked at $2.65M in Q1 2024.
240 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.