SFG
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Southern Financial Group’s Dollar General DG Stock Holding History

Southern Financial Group’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 		$233K Sell
2,021
-238
-11% -$27K 0.06% 82
2026
Q1 		$268K Buy
2,259
+7
+0.3% +$998 0.07% 67
2025
Q4 		$299K Buy
+2,252
New +$251K 0.09% 61

Other funds holding DG

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Southern Financial Group's DG Position: Q2 2026 in Review

Southern Financial Group reduced its Dollar General (DG) stake by 11% in Q2 2026, selling an estimated $27K and leaving 2,021 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #82.

Southern Financial Group first reported a position in DG in Q4 2025 and has held it in 3 quarters since. The position peaked at $299K in Q4 2025. 549 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Southern Financial Group held 2,021 shares of Dollar General worth $233K as of Q2 2026.
  • Southern Financial Group sold 238 Dollar General shares in Q2 2026, an estimated $27K.
  • Dollar General made up 0.06% of Southern Financial Group's portfolio in Q2 2026, its #82 holding.
  • Southern Financial Group first reported a position in Dollar General in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Dollar General position peaked at $299K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.