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SteelPeak Wealth’s Dollar General DG Stock Holding History

SteelPeak Wealth’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
2023
Q3 		– Hold
0
– -$254K – 464
2023
Q2 		– Hold
0
– – – 362

Other funds holding DG

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 22.94% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SteelPeak Wealth's DG Position: Q2 2026 in Review

SteelPeak Wealth increased its Dollar General (DG) stake by 28% in Q2 2026, buying an estimated $833K and bringing the position to 33,598 shares worth $3.87M. The position accounts for 0.1% of the portfolio, ranked #151.

SteelPeak Wealth first reported a position in DG in Q2 2025 and has held it in 5 quarters since. 487 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • SteelPeak Wealth held 33,598 shares of Dollar General worth $3.87M as of Q2 2026.
  • SteelPeak Wealth bought 7,330 Dollar General shares in Q2 2026, an estimated $833K.
  • Dollar General made up 0.1% of SteelPeak Wealth's portfolio in Q2 2026, its #151 holding.
  • SteelPeak Wealth first reported a position in Dollar General in Q2 2025 and has held it in 5 quarters since.
  • 487 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.