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Sunbelt Securities’s Dollar General DG Stock Holding History

Sunbelt Securities’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
Q1 		$147K Buy
1,239
+1,179
+1,965% +$168K 0.01% 724
2025
Q4 		$7.97K Buy
60
+10
+20% +$1.11K ﹤0.01% 1503
2025
Q3 		$5.17K Sell
50
-70
-58% -$7.67K ﹤0.01% 1624
2025
Q2 		$9.1K Hold
120
– – ﹤0.01% 1326
2025
Q1 		$10.6K Hold
120
– – ﹤0.01% 1264
2024
Q4 		$9.08K Sell
120
-151
-56% -$11.9K ﹤0.01% 1330
2024
Q3 		$22.9K Sell
271
-222
-45% -$24.3K ﹤0.01% 1141
2024
Q2 		$65.2K Sell
493
-1,541
-76% -$215K 0.01% 843
2024
Q1 		$317K Sell
2,034
-845
-29% -$120K 0.04% 424
2023
Q4 		$391K Buy
2,879
+54
+2% +$6.55K 0.05% 357
2023
Q3 		$299K Buy
2,825
+133
+5% +$19.8K 0.04% 405
2023
Q2 		$457K Buy
2,692
+153
+6% +$30.3K 0.07% 296
2023
Q1 		$527K Buy
2,539
+3
+0.1% +$673 0.08% 250
2022
Q4 		$624K Sell
2,536
-28
-1% -$6.92K 0.12% 207
2022
Q3 		$615K Sell
2,564
-44
-2% -$10.9K 0.13% 196
2022
Q2 		$640K Sell
2,608
-87
-3% -$20.3K 0.14% 194
2022
Q1 		$613K Hold
2,695
– – 0.11% 211
2021
Q4 		$546K Buy
2,695
+16
+0.6% +$3.53K 0.09% 254
2021
Q3 		$595K Hold
2,679
– – 0.11% 227
2021
Q2 		$595K Buy
2,679
+48
+2% +$10.1K 0.11% 227
2021
Q1 		$533K Sell
2,631
-109
-4% -$21.6K 0.11% 228
2020
Q4 		$576K Sell
2,740
-477
-15% -$102K 0.12% 209
2020
Q3 		$680K Buy
3,217
+577
+22% +$113K 0.19% 140
2020
Q2 		$504K Sell
2,640
-14
-0.5% -$2.53K 0.17% 153
2020
Q1 		$400K Buy
+2,654
New +$410K 0.02% 264

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sunbelt Securities's DG Position: Q1 2026 in Review

Sunbelt Securities increased its Dollar General (DG) stake by 1,965% in Q1 2026, buying an estimated $168K and bringing the position to 1,239 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #724.

Sunbelt Securities first reported a position in DG in Q1 2020 and has held it in 25 quarters since. The position peaked at $680K in Q3 2020. 1,154 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Sunbelt Securities held 1,239 shares of Dollar General worth $147K as of Q1 2026.
  • Sunbelt Securities bought 1,179 Dollar General shares in Q1 2026, an estimated $168K.
  • Dollar General made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #724 holding.
  • Sunbelt Securities first reported a position in Dollar General in Q1 2020 and has held it in 25 quarters since.
  • Sunbelt Securities's Dollar General position peaked at $680K in Q3 2020.
  • 1,154 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.