COMPASS FINANCIAL MANAGEMENT LLC’s General Mills GIS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 Q2	$75.8K	Buy	+2,177	New	+$75.2K	0.01%	609

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's GIS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in General Mills (GIS) in Q2 2026: 2,177 shares worth $75.8K. The stake represents 0.01% of the portfolio and ranks #609 among its holdings.

1,062 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2,177 shares of General Mills worth $75.8K as of Q2 2026.
General Mills was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
General Mills made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #609 holding.
1,062 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.