SOA Wealth Advisors’s Dollar General DG Stock Holding History

SOA Wealth 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	$34.6K	Buy	+34,561	New	+$3.93M	0.01%	446
2024 Q4	–	Sell	-1	Closed	-$88	–	881
2024 Q3	$88	Sell	1 -6	-86%	-$658	﹤0.01%	812
2024 Q2	$930	Sell	7 -3	-30%	-$419	﹤0.01%	728
2024 Q1	$1.56K	Hold	10	–	–	﹤0.01%	732
2023 Q4	$1.36K	Hold	10	–	–	﹤0.01%	733
2023 Q3	$1.06K	Hold	10	–	–	﹤0.01%	769
2023 Q2	$1.7K	Hold	10	–	–	﹤0.01%	740
2023 Q1	$2.11K	Hold	10	–	–	﹤0.01%	723
2022 Q4	$2.46K	Hold	10	–	–	﹤0.01%	713
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	702
2022 Q2	$2K	Sell	10 -93	-90%	-$21.7K	﹤0.01%	691
2022 Q1	$22K	Hold	103	–	–	0.01%	446
2021 Q4	$24K	Hold	103	–	–	0.01%	415
2021 Q3	$21K	Buy	103 +4	+4%	+$903	0.01%	449
2021 Q2	$21K	Buy	99 +55	+125%	+$11.6K	0.01%	452
2021 Q1	$8K	Sell	44 -7	-14%	-$1.39K	﹤0.01%	542
2020 Q4	$10K	Buy	+51	New	+$10.9K	﹤0.01%	512

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

SOA Wealth Advisors's DG Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Dollar General (DG) in Q2 2026: 34,561 shares worth $34.6K. The stake represents 0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in DG as recently as Q3 2024.

SOA Wealth Advisors first reported a position in DG in Q4 2020 and has held it in 17 quarters since. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

SOA Wealth Advisors held 34,561 shares of Dollar General worth $34.6K as of Q2 2026.
Dollar General was a new SOA Wealth Advisors position in Q2 2026.
Dollar General made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #446 holding.
SOA Wealth Advisors first reported a position in Dollar General in Q4 2020 and has held it in 17 quarters since.
1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.