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BFC Planning, Inc.’s General Mills GIS Stock Holding History

BFC Planning, Inc.’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 		$1.01M Buy
29,140
+19,616
+206% +$677K 0.04% 397
2026
Q1 		$354K Sell
9,524
-3,003
-24% -$130K 0.02% 673
2025
Q4 		$582K Buy
12,527
+8,748
+231% +$416K 0.03% 509
2025
Q3 		$191K Sell
3,779
-376
-9% -$18.9K 0.01% 682
2025
Q2 		$215K Sell
4,155
-283
-6% -$15.6K 0.02% 614
2025
Q1 		$265K Sell
4,438
-75
-2% -$4.5K 0.02% 510
2024
Q4 		$288K Buy
+4,513
New +$303K 0.02% 484

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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 $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

BFC Planning, Inc.'s GIS Position: Q2 2026 in Review

BFC Planning, Inc. increased its General Mills (GIS) stake by 206% in Q2 2026, buying an estimated $677K and bringing the position to 29,140 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #397.

BFC Planning, Inc. first reported a position in GIS in Q4 2024 and has held it in 7 quarters since. 1,348 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • BFC Planning, Inc. held 29,140 shares of General Mills worth $1.01M as of Q2 2026.
  • BFC Planning, Inc. bought 19,616 General Mills shares in Q2 2026, an estimated $677K.
  • General Mills made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #397 holding.
  • BFC Planning, Inc. first reported a position in General Mills in Q4 2024 and has held it in 7 quarters since.
  • 1,348 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.