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Values First Advisors’s Dollar General DG Stock Holding History

Values First 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
Q1 		$630K Buy
5,303
+58
+1% +$8.27K 0.33% 86
2025
Q4 		$696K Sell
5,245
-1,059
-17% -$118K 0.36% 80
2025
Q3 		$652K Sell
6,304
-86
-1% -$9.43K 0.35% 80
2025
Q2 		$731K Buy
6,390
+56
+0.9% +$5.56K 0.4% 75
2025
Q1 		$556K Sell
6,334
-2
-0% -$151 0.32% 81
2024
Q4 		$480K Buy
+6,336
New +$499K 0.26% 100

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Values First Advisors's DG Position: Q1 2026 in Review

Values First Advisors increased its Dollar General (DG) stake by 1.1% in Q1 2026, buying an estimated $8.27K and bringing the position to 5,303 shares worth $630K. The position accounts for 0.33% of the portfolio, ranked #86.

Values First Advisors first reported a position in DG in Q4 2024 and has held it in 6 quarters since. The position peaked at $731K in Q2 2025. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Values First Advisors held 5,303 shares of Dollar General worth $630K as of Q1 2026.
  • Values First Advisors bought 58 Dollar General shares in Q1 2026, an estimated $8.27K.
  • Dollar General made up 0.33% of Values First Advisors's portfolio in Q1 2026, its #86 holding.
  • Values First Advisors first reported a position in Dollar General in Q4 2024 and has held it in 6 quarters since.
  • Values First Advisors's Dollar General position peaked at $731K in Q2 2025.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.