MFG
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Merit Financial Group’s General Mills GIS Stock Holding History

Merit 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 		$3.47M Buy
99,713
+36,887
+59% +$1.27M 0.02% 537
2026
Q1 		$2.34M Buy
62,826
+9,412
+18% +$409K 0.02% 606
2025
Q4 		$2.48M Buy
53,414
+14,994
+39% +$713K 0.02% 560
2025
Q3 		$1.94M Buy
38,420
+4,196
+12% +$210K 0.02% 585
2025
Q2 		$1.77M Buy
34,224
+2,535
+8% +$140K 0.02% 569
2025
Q1 		$1.89M Buy
31,689
+334
+1% +$20.1K 0.03% 433
2024
Q4 		$2M Buy
31,355
+10,176
+48% +$683K 0.04% 354
2024
Q3 		$1.56M Sell
21,179
-7,080
-25% -$491K 0.04% 320
2024
Q2 		$1.79M Buy
28,259
+5,806
+26% +$399K 0.04% 290
2024
Q1 		$1.57M Buy
22,453
+15,020
+202% +$978K 0.04% 303
2023
Q4 		$484K Buy
7,433
+23
+0.3% +$1.49K 0.01% 506
2023
Q3 		$474K Sell
7,410
-1,514
-17% -$107K 0.02% 470
2023
Q2 		$684K Buy
8,924
+3,324
+59% +$284K 0.02% 397
2023
Q1 		$479K Buy
5,600
+10
+0.2% +$799 0.02% 416
2022
Q4 		$469K Buy
+5,590
New +$455K 0.02% 436

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

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

Merit Financial Group increased its General Mills (GIS) stake by 59% in Q2 2026, buying an estimated $1.27M and bringing the position to 99,713 shares worth $3.47M. The position accounts for 0.02% of the portfolio, ranked #537.

Merit Financial Group first reported a position in GIS in Q4 2022 and has held it in 15 quarters since. 1,330 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Merit Financial Group held 99,713 shares of General Mills worth $3.47M as of Q2 2026.
  • Merit Financial Group bought 36,887 General Mills shares in Q2 2026, an estimated $1.27M.
  • General Mills made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #537 holding.
  • Merit Financial Group first reported a position in General Mills in Q4 2022 and has held it in 15 quarters since.
  • 1,330 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.