Symphony Financial’s Dollar General DG Stock Holding History

Symphony Financial’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 Q2	$216K	Sell	1,848 -585	-24%	-$66.5K	0.02%	341
2026 Q1	$287K	Buy	2,433 +131	+6%	+$18.7K	0.04%	238
2025 Q4	$310K	Buy	2,302 +306	+15%	+$34.1K	0.04%	221
2025 Q3	$203K	Buy	+1,996	New	+$219K	0.02%	264
2021 Q3	–	Sell	-1,250	Closed	-$271K	–	176
2021 Q2	$271K	Sell	1,250 -257	-17%	-$54K	0.09%	148
2021 Q1	$279K	Sell	1,507 -2,010	-57%	-$399K	0.07%	162
2020 Q4	$737K	Buy	3,517 +172	+5%	+$36.7K	0.26%	63
2020 Q3	$701K	Buy	3,345 +678	+25%	+$133K	0.29%	55
2020 Q2	$508K	Buy	+2,667	New	+$483K	0.25%	74

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Symphony Financial's DG Position: Q2 2026 in Review

Symphony Financial reduced its Dollar General (DG) stake by 24% in Q2 2026, selling an estimated $66.5K and leaving 1,848 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #341.

Symphony Financial first reported a position in DG in Q2 2020 and has held it in 9 quarters since. The position peaked at $737K in Q4 2020. 919 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Symphony Financial held 1,848 shares of Dollar General worth $216K as of Q2 2026.
Symphony Financial sold 585 Dollar General shares in Q2 2026, an estimated $66.5K.
Dollar General made up 0.02% of Symphony Financial's portfolio in Q2 2026, its #341 holding.
Symphony Financial first reported a position in Dollar General in Q2 2020 and has held it in 9 quarters since.
Symphony Financial's Dollar General position peaked at $737K in Q4 2020.
919 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.