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Independent Financial Group’s General Mills GIS Stock Holding History

Independent Financial Group’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 		$223K Buy
6,397
+110
+2% +$3.8K ﹤0.01% 1418
2026
Q1 		$234K Buy
+6,287
New +$273K 0.01% 1297
2024
Q2 		– Sell
-3,806
Closed -$266K – 1114
2024
Q1 		$266K Buy
+3,806
New +$248K 0.01% 838
2023
Q3 		– Sell
-3,597
Closed -$276K – 916
2023
Q2 		$276K Buy
+3,597
New +$307K 0.02% 670
2023
Q1 		– Sell
-6,262
Closed -$525K – 852
2022
Q4 		$525K Buy
+6,262
New +$510K 0.05% 410

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Independent Financial Group's GIS Position: Q2 2026 in Review

Independent Financial Group increased its General Mills (GIS) stake by 1.7% in Q2 2026, buying an estimated $3.8K and bringing the position to 6,397 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Independent Financial Group first reported a position in GIS in Q4 2022 and has held it in 5 quarters since. The position peaked at $525K in Q4 2022. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Independent Financial Group held 6,397 shares of General Mills worth $223K as of Q2 2026.
  • Independent Financial Group bought 110 General Mills shares in Q2 2026, an estimated $3.8K.
  • General Mills made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1418 holding.
  • Independent Financial Group first reported a position in General Mills in Q4 2022 and has held it in 5 quarters since.
  • Independent Financial Group's General Mills position peaked at $525K in Q4 2022.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.