SRH Advisors
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SRH Advisors’s Dollar General DG Stock Holding History

SRH 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
Q3 		– Sell
-39
Closed -$4.53K – 272
2026
Q2 		$4.53K Hold
39
– – ﹤0.01% 253
2026
Q1 		$4.65K Sell
39
-11
-22% -$1.57K ﹤0.01% 248
2025
Q4 		$6.67K Buy
+50
New +$5.58K ﹤0.01% 245

Other funds holding DG

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

SRH Advisors's DG Position: Q3 2026 in Review

SRH Advisors sold out of Dollar General (DG) in Q3 2026, closing a stake of 39 shares — an estimated $4.53K sold.

SRH Advisors first reported a position in DG in Q4 2025 and held it in 3 quarters. The position peaked at $6.67K in Q4 2025. 262 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • SRH Advisors reported no remaining Dollar General position as of Q3 2026 after selling out during the quarter.
  • SRH Advisors sold 39 Dollar General shares in Q3 2026, an estimated $4.53K.
  • SRH Advisors first reported a position in Dollar General in Q4 2025 and held it in 3 quarters.
  • SRH Advisors's Dollar General position peaked at $6.67K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.