Planning Strategies Inc.’s Dollar General DG Stock Holding History

Planning Strategies Inc.’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	$2.53K	Buy	+22	New	+$2.5K	﹤0.01%	530

Other funds holding DG

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Planning Strategies Inc.'s DG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Dollar General (DG) in Q2 2026: 22 shares worth $2.53K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings.

394 funds tracked by Wall St. Rank hold DG as of Q2 2026.

Planning Strategies Inc. held 22 shares of Dollar General worth $2.53K as of Q2 2026.
Dollar General was a new Planning Strategies Inc. position in Q2 2026.
Dollar General made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #530 holding.
394 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.