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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Alliance's GIS Position: Q1 2026 in Review

Fiduciary Alliance increased its General Mills (GIS) stake by 165% in Q1 2026, buying an estimated $592K and bringing the position to 21,881 shares worth $755K. The position accounts for 0.05% of the portfolio, ranked #304.

Fiduciary Alliance first reported a position in GIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $979K in Q4 2024. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Fiduciary Alliance held 21,881 shares of General Mills worth $755K as of Q1 2026.
  • Fiduciary Alliance bought 13,631 General Mills shares in Q1 2026, an estimated $592K.
  • General Mills made up 0.05% of Fiduciary Alliance's portfolio in Q1 2026, its #304 holding.
  • Fiduciary Alliance first reported a position in General Mills in Q3 2024 and has held it in 7 quarters since.
  • Fiduciary Alliance's General Mills position peaked at $979K in Q4 2024.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.