Strata Wealth Advisors’s Dollar General DG Stock Holding History

Strata 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 Q3	$290K	Buy	2,422 +25	+1%	+$3.08K	0.07%	79
2026 Q2	$276K	Buy	2,397 +29	+1%	+$3.3K	0.07%	81
2026 Q1	$281K	Buy	2,368 +1	+0%	+$143	0.08%	77
2025 Q4	$314K	Buy	2,367 +75	+3%	+$8.37K	0.09%	68
2025 Q3	$237K	Buy	2,292 +6	+0.3%	+$658	0.06%	85
2025 Q2	$261K	Buy	+2,286	New	+$227K	0.07%	67
2023 Q1	$288K	Buy	1,369 +4	+0.3%	+$898	0.15%	44
2022 Q4	$336K	Buy	+1,365	New	+$338K	0.19%	41

Other funds holding DG

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Strata Wealth Advisors's DG Position: Q3 2026 in Review

Strata Wealth Advisors increased its Dollar General (DG) stake by 1% in Q3 2026, buying an estimated $3.08K and bringing the position to 2,422 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #79.

Strata Wealth Advisors first reported a position in DG in Q4 2022 and has held it in 8 quarters since. The position peaked at $336K in Q4 2022. 291 funds tracked by Wall St. Rank hold DG as of Q3 2026.

Strata Wealth Advisors held 2,422 shares of Dollar General worth $290K as of Q3 2026.
Strata Wealth Advisors bought 25 Dollar General shares in Q3 2026, an estimated $3.08K.
Dollar General made up 0.07% of Strata Wealth Advisors's portfolio in Q3 2026, its #79 holding.
Strata Wealth Advisors first reported a position in Dollar General in Q4 2022 and has held it in 8 quarters since.
Strata Wealth Advisors's Dollar General position peaked at $336K in Q4 2022.
291 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.