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 Q3	$257K	Sell	7,981 -47,517	-86%	-$1.77M	0.02%	436
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fiduciary Alliance's GIS Position: Q3 2026 in Review

Fiduciary Alliance reduced its General Mills (GIS) stake by 86% in Q3 2026, selling an estimated $1.77M and leaving 7,981 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #436.

Fiduciary Alliance first reported a position in GIS in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.93M in Q2 2026. 737 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

Fiduciary Alliance held 7,981 shares of General Mills worth $257K as of Q3 2026.
Fiduciary Alliance sold 47,517 General Mills shares in Q3 2026, an estimated $1.77M.
General Mills made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #436 holding.
Fiduciary Alliance first reported a position in General Mills in Q3 2024 and has held it in 9 quarters since.
Fiduciary Alliance's General Mills position peaked at $1.93M in Q2 2026.
737 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.