James T. Borello RIA
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James T. Borello RIA’s Dollar General DG Stock Holding History

James T. Borello RIA’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
Q3 		$12.9K Buy
108
+15
+16% +$1.85K ﹤0.01% 535
2026
Q2 		$10.7K Sell
93
-47
-34% -$5.34K ﹤0.01% 576
2026
Q1 		$16.6K Buy
140
+34
+32% +$4.85K ﹤0.01% 418
2025
Q4 		$14.1K Buy
106
+91
+607% +$10.2K ﹤0.01% 336
2025
Q3 		$1.55K Buy
+15
New +$1.64K ﹤0.01% 762

Other funds holding DG

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

James T. Borello RIA's DG Position: Q3 2026 in Review

James T. Borello RIA increased its Dollar General (DG) stake by 16% in Q3 2026, buying an estimated $1.85K and bringing the position to 108 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

James T. Borello RIA first reported a position in DG in Q3 2025 and has held it in 5 quarters since. The position peaked at $16.6K in Q1 2026. 262 funds tracked by Wall St. Rank hold DG as of Q3 2026.

  • James T. Borello RIA held 108 shares of Dollar General worth $12.9K as of Q3 2026.
  • James T. Borello RIA bought 15 Dollar General shares in Q3 2026, an estimated $1.85K.
  • Dollar General made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #535 holding.
  • James T. Borello RIA first reported a position in Dollar General in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Dollar General position peaked at $16.6K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held Dollar General as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.