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Montgomery Financial Services’s General Mills GIS Stock Holding History

Montgomery Financial Services’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 		$5.99K Buy
+172
New +$5.94K 0.01% 215

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Montgomery Financial Services's GIS Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in General Mills (GIS) in Q2 2026: 172 shares worth $5.99K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings.

1,261 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Montgomery Financial Services held 172 shares of General Mills worth $5.99K as of Q2 2026.
  • General Mills was a new Montgomery Financial Services position in Q2 2026.
  • General Mills made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #215 holding.
  • 1,261 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.