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Sowell Financial Services’s Dollar General DG Stock Holding History

Sowell Financial Services’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 		$494K Buy
4,290
+30
+0.7% +$3.41K 0.02% 650
2026
Q1 		$506K Buy
4,260
+271
+7% +$38.6K 0.02% 633
2025
Q4 		$530K Buy
3,989
+853
+27% +$95.2K 0.02% 628
2025
Q3 		$324K Sell
3,136
-14
-0.4% -$1.53K 0.01% 783
2025
Q2 		$360K Sell
3,150
-32
-1% -$3.18K 0.01% 717
2025
Q1 		$280K Buy
+3,182
New +$241K 0.01% 797
2023
Q3 		– Sell
-10,860
Closed -$1.84M – 524
2023
Q2 		$1.84M Buy
10,860
+5,997
+123% +$1.19M 0.1% 228
2023
Q1 		$1.02M Sell
4,863
-8,282
-63% -$1.86M 0.08% 287
2022
Q4 		$3.24M Sell
13,145
-754
-5% -$186K 0.21% 128
2022
Q3 		$3.33M Sell
13,899
-1,324
-9% -$327K 0.34% 85
2022
Q2 		$3.74M Buy
+15,223
New +$3.55M 0.35% 68
2021
Q3 		– Sell
-12,715
Closed -$2.75M – 486
2021
Q2 		$2.75M Sell
12,715
-484
-4% -$102K 0.18% 139
2021
Q1 		$2.88M Buy
13,199
+456
+4% +$90.6K 0.1% 190
2020
Q4 		$2.68M Buy
12,743
+1,174
+10% +$251K 0.11% 161
2020
Q3 		$2.42M Sell
11,569
-2,004
-15% -$394K 0.12% 151
2020
Q2 		$2.59M Sell
13,573
-10,436
-43% -$1.89M 0.14% 140
2020
Q1 		$3.63M Buy
24,009
+5,960
+33% +$920K 0.27% 93
2019
Q4 		$2.81M Buy
18,049
+1,352
+8% +$214K 0.21% 100
2019
Q3 		$2.65M Buy
+16,697
New +$2.42M 0.22% 97
2019
Q1 		$398K Buy
3,333
+185
+6% +$21.5K 0.04% 386
2018
Q4 		$340K Buy
3,148
+238
+8% +$25.8K 0.05% 359
2018
Q3 		$318K Buy
+2,910
New +$303K 0.05% 263

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 $3.38T AUM 44.17% 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 $60.8B AUM 26.63% 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

Sowell Financial Services's DG Position: Q2 2026 in Review

Sowell Financial Services increased its Dollar General (DG) stake by 0.7% in Q2 2026, buying an estimated $3.41K and bringing the position to 4,290 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #650.

Sowell Financial Services first reported a position in DG in Q3 2018 and has held it in 22 quarters since. The position peaked at $3.74M in Q2 2022. 1,133 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Sowell Financial Services held 4,290 shares of Dollar General worth $494K as of Q2 2026.
  • Sowell Financial Services bought 30 Dollar General shares in Q2 2026, an estimated $3.41K.
  • Dollar General made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #650 holding.
  • Sowell Financial Services first reported a position in Dollar General in Q3 2018 and has held it in 22 quarters since.
  • Sowell Financial Services's Dollar General position peaked at $3.74M in Q2 2022.
  • 1,133 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.