SFC
DG icon

Strategic Financial Concepts’s Dollar General DG Stock Holding History

Strategic Financial Concepts’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
2025
Q3 		– Sell
-2,190
Closed -$251K – 281
2025
Q2 		$251K Buy
+2,190
New +$217K 0.04% 226
2024
Q3 		– Sell
-28,917
Closed -$37.3K – 344
2024
Q2 		$37.3K Buy
+28,917
New +$4.04M 0.02% 272

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Strategic Financial Concepts's DG Position: Q3 2025 in Review

Strategic Financial Concepts sold out of Dollar General (DG) in Q3 2025, closing a stake of 2,190 shares — an estimated $251K sold.

Strategic Financial Concepts first reported a position in DG in Q2 2024 and held it in 2 quarters. The position peaked at $251K in Q2 2025. 1,057 funds tracked by Wall St. Rank hold DG as of Q3 2025.

  • Strategic Financial Concepts reported no remaining Dollar General position as of Q3 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 2,190 Dollar General shares in Q3 2025, an estimated $251K.
  • Strategic Financial Concepts first reported a position in Dollar General in Q2 2024 and held it in 2 quarters.
  • Strategic Financial Concepts's Dollar General position peaked at $251K in Q2 2025.
  • 1,057 funds tracked by Wall St. Rank held Dollar General as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.