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Yousif Capital Management’s Dollar General DG Stock Holding History

Yousif Capital Management’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 		$2.94M Sell
25,507
-895
-3% -$102K 0.03% 511
2026
Q1 		$3.13M Sell
26,402
-1,501
-5% -$214K 0.04% 457
2025
Q4 		$4.09M Sell
27,903
-2,518
-8% -$281K 0.04% 380
2025
Q3 		$3.14M Sell
30,421
-1,809
-6% -$198K 0.03% 500
2025
Q2 		$3.69M Sell
32,230
-774
-2% -$76.8K 0.04% 429
2025
Q1 		$2.9M Sell
33,004
-360
-1% -$27.3K 0.03% 519
2024
Q4 		$2.53M Buy
33,364
+664
+2% +$52.3K 0.03% 614
2024
Q3 		$2.77M Buy
32,700
+587
+2% +$64.3K 0.03% 584
2024
Q2 		$4.25M Sell
32,113
-167
-0.5% -$23.3K 0.05% 379
2024
Q1 		$5.04M Sell
32,280
-173
-0.5% -$24.6K 0.06% 343
2023
Q4 		$4.41M Sell
32,453
-4,722
-13% -$573K 0.05% 372
2023
Q3 		$3.93M Sell
37,175
-1,940
-5% -$289K 0.05% 382
2023
Q2 		$6.64M Sell
39,115
-277
-0.7% -$54.8K 0.08% 234
2023
Q1 		$8.29M Sell
39,392
-3,401
-8% -$763K 0.11% 176
2022
Q4 		$10.5M Buy
42,793
+4,606
+12% +$1.14M 0.14% 143
2022
Q3 		$9.16M Buy
38,187
+552
+1% +$136K 0.13% 145
2022
Q2 		$9.24M Sell
37,635
-1,863
-5% -$435K 0.12% 157
2022
Q1 		$8.79M Sell
39,498
-3,514
-8% -$747K 0.1% 194
2021
Q4 		$10.1M Buy
+43,012
New +$9.5M 0.11% 168

Other funds holding DG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Yousif Capital Management's DG Position: Q2 2026 in Review

Yousif Capital Management reduced its Dollar General (DG) stake by 3.4% in Q2 2026, selling an estimated $102K and leaving 25,507 shares worth $2.94M. The position accounts for 0.03% of the portfolio, ranked #511.

Yousif Capital Management first reported a position in DG in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q4 2022. 225 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Yousif Capital Management held 25,507 shares of Dollar General worth $2.94M as of Q2 2026.
  • Yousif Capital Management sold 895 Dollar General shares in Q2 2026, an estimated $102K.
  • Dollar General made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #511 holding.
  • Yousif Capital Management first reported a position in Dollar General in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Dollar General position peaked at $10.5M in Q4 2022.
  • 225 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.