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Allegheny Financial Group’s General Mills GIS Stock Holding History

Allegheny Financial Group’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
Q1 		– Sell
-4,904
Closed -$228K – 295
2025
Q4 		$228K Buy
4,904
+226
+5% +$10.7K 0.03% 255
2025
Q3 		$236K Sell
4,678
-532
-10% -$26.7K 0.04% 230
2025
Q2 		$270K Sell
5,210
-999
-16% -$55.1K 0.06% 199
2025
Q1 		$371K Sell
6,209
-431
-6% -$25.9K 0.1% 156
2024
Q4 		$423K Hold
6,640
– – 0.11% 141
2024
Q3 		$490K Buy
6,640
+21
+0.3% +$1.46K 0.12% 144
2024
Q2 		$419K Buy
6,619
+29
+0.4% +$1.99K 0.12% 140
2024
Q1 		$461K Sell
6,590
-29
-0.4% -$1.89K 0.14% 125
2023
Q4 		$431K Buy
6,619
+1
+0% +$65 0.14% 129
2023
Q3 		$423K Buy
6,618
+484
+8% +$34.2K 0.16% 117
2023
Q2 		$470K Sell
6,134
-177
-3% -$15.1K 0.22% 93
2023
Q1 		$539K Sell
6,311
-119
-2% -$9.5K 0.22% 96
2022
Q4 		$539K Buy
6,430
+187
+3% +$15.2K 0.23% 92
2022
Q3 		$478K Buy
6,243
+1
+0% +$76 0.22% 83
2022
Q2 		$471K Buy
6,242
+1
+0% +$70 0.22% 82
2022
Q1 		$423K Buy
6,241
+2
+0% +$134 0.18% 92
2021
Q4 		$420K Buy
6,239
+63
+1% +$4K 0.17% 89
2021
Q3 		$369K Buy
6,176
+1
+0% +$59 0.17% 93
2021
Q2 		$376K Buy
6,175
+201
+3% +$12.4K 0.17% 88
2021
Q1 		$366K Sell
5,974
-170
-3% -$9.81K 0.27% 60
2020
Q4 		$361K Buy
+6,144
New +$372K 0.19% 77

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allegheny Financial Group's GIS Position: Q1 2026 in Review

Allegheny Financial Group sold out of General Mills (GIS) in Q1 2026, closing a stake of 4,904 shares — an estimated $228K sold.

Allegheny Financial Group first reported a position in GIS in Q4 2020 and held it in 21 quarters. The position peaked at $539K in Q1 2023. 1,311 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Allegheny Financial Group reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
  • Allegheny Financial Group sold 4,904 General Mills shares in Q1 2026, an estimated $228K.
  • Allegheny Financial Group first reported a position in General Mills in Q4 2020 and held it in 21 quarters.
  • Allegheny Financial Group's General Mills position peaked at $539K in Q1 2023.
  • 1,311 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Allegheny Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.