Access Financial Services
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Access Financial Services’s General Mills GIS Stock Holding History

Access Financial Services’s Portfolio GIS Stock Details GIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$275K Buy
+8,565
New +$319K 0.09% 100
2025
Q1 		– Sell
-20,633
Closed -$1.32M – 103
2024
Q4 		$1.32M Buy
20,633
+1,842
+10% +$124K 0.59% 43
2024
Q3 		$1.39M Sell
18,791
-5,661
-23% -$392K 0.64% 46
2024
Q2 		$1.55M Buy
24,452
+438
+2% +$30.1K 0.7% 34
2024
Q1 		$1.68M Buy
24,014
+6,078
+34% +$396K 0.75% 28
2023
Q4 		$1.17M Buy
17,936
+2,225
+14% +$144K 0.6% 55
2023
Q3 		$1.01M Buy
+15,711
New +$1.11M 0.6% 52
2017
Q4 		– Sell
-22,660
Closed -$1.17M – 68
2017
Q3 		$1.17M Buy
22,660
+495
+2% +$27.1K 0.9% 39
2017
Q2 		$1.23M Buy
22,165
+5,000
+29% +$285K 1.01% 32
2017
Q1 		$1.01M Buy
17,165
+980
+6% +$59.9K 0.85% 36
2016
Q4 		$1M Buy
+16,185
New +$1M 0.91% 31

Other funds holding GIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Access Financial Services's GIS Position: Q3 2026 in Review

Access Financial Services opened a new position in General Mills (GIS) in Q3 2026: 8,565 shares worth $275K. The stake represents 0.09% of the portfolio and ranks #100 among its holdings. This is a return to the name: Access Financial Services previously reported a position in GIS as recently as Q4 2024.

Access Financial Services first reported a position in GIS in Q4 2016 and has held it in 11 quarters since. The position peaked at $1.68M in Q1 2024. 954 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

  • Access Financial Services held 8,565 shares of General Mills worth $275K as of Q3 2026.
  • General Mills was a new Access Financial Services position in Q3 2026.
  • General Mills made up 0.09% of Access Financial Services's portfolio in Q3 2026, its #100 holding.
  • Access Financial Services first reported a position in General Mills in Q4 2016 and has held it in 11 quarters since.
  • Access Financial Services's General Mills position peaked at $1.68M in Q1 2024.
  • 954 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on Access Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.