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Three Bearings Fiduciary Advisors’s Dollar General DG Stock Holding History

Three Bearings Fiduciary 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
Q2 		$1.15K Hold
10
– – ﹤0.01% 261
2026
Q1 		$1.19K Hold
10
– – ﹤0.01% 259
2025
Q4 		$1.44K Buy
+10
New +$1.11K ﹤0.01% 254

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Three Bearings Fiduciary Advisors's DG Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Dollar General (DG) position steady in Q2 2026 at 10 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Three Bearings Fiduciary Advisors first reported a position in DG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.44K in Q4 2025. 634 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 10 shares of Dollar General worth $1.15K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Dollar General share count unchanged in Q2 2026.
  • Dollar General made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #261 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Dollar General in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Dollar General position peaked at $1.44K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.