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Fiduciary Alliance’s General Mills GIS Stock Holding History

Fiduciary Alliance’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 		$1.93M Buy
55,498
+33,617
+154% +$1.16M 0.13% 183
2026
Q1 		$755K Buy
21,881
+13,631
+165% +$592K 0.05% 304
2025
Q4 		$384K Sell
8,250
-3,018
-27% -$143K 0.03% 379
2025
Q3 		$568K Sell
11,268
-298
-3% -$14.9K 0.04% 323
2025
Q2 		$599K Sell
11,566
-3,755
-25% -$207K 0.04% 300
2025
Q1 		$916K Sell
15,321
-37
-0.2% -$2.22K 0.09% 175
2024
Q4 		$979K Buy
15,358
+4,708
+44% +$316K 0.1% 164
2024
Q3 		$787K Buy
+10,650
New +$738K 0.1% 124

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Fiduciary Alliance's GIS Position: Q2 2026 in Review

Fiduciary Alliance increased its General Mills (GIS) stake by 154% in Q2 2026, buying an estimated $1.16M and bringing the position to 55,498 shares worth $1.93M. The position accounts for 0.13% of the portfolio, ranked #183.

Fiduciary Alliance first reported a position in GIS in Q3 2024 and has held it in 8 quarters since. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Fiduciary Alliance held 55,498 shares of General Mills worth $1.93M as of Q2 2026.
  • Fiduciary Alliance bought 33,617 General Mills shares in Q2 2026, an estimated $1.16M.
  • General Mills made up 0.13% of Fiduciary Alliance's portfolio in Q2 2026, its #183 holding.
  • Fiduciary Alliance first reported a position in General Mills in Q3 2024 and has held it in 8 quarters since.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.