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Newbridge Financial Services Group’s General Mills GIS Stock Holding History

Newbridge Financial Services 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 		$5.32K Hold
153
– – ﹤0.01% 959
2026
Q1 		$5.7K Hold
153
– – ﹤0.01% 894
2025
Q4 		$7.12K Buy
+153
New +$7.27K ﹤0.01% 837
2025
Q1 		– Sell
-13
Closed -$836 – 1089
2024
Q4 		$836 Buy
+13
New +$872 ﹤0.01% 1035
2024
Q2 		– Sell
-82
Closed -$5.74K – 1147
2024
Q1 		$5.74K Sell
82
-38
-32% -$2.47K ﹤0.01% 866
2023
Q4 		$7.82K Sell
120
-146
-55% -$9.43K ﹤0.01% 791
2023
Q3 		$17.1K Sell
266
-124
-32% -$8.76K 0.01% 681
2023
Q2 		$29.9K Sell
390
-571
-59% -$48.8K 0.01% 582
2023
Q1 		$82.1K Buy
961
+18
+2% +$1.44K 0.04% 355
2022
Q4 		$79.1K Buy
943
+5
+0.5% +$407 0.05% 351
2022
Q3 		$72K Buy
938
+114
+14% +$8.69K 0.04% 361
2022
Q2 		$62K Buy
824
+6
+0.7% +$420 0.04% 358
2022
Q1 		$55K Buy
818
+6
+0.7% +$402 0.03% 455
2021
Q4 		$55K Buy
812
+6
+0.7% +$381 0.03% 435
2021
Q3 		$48K Buy
806
+669
+488% +$39.5K 0.03% 422
2021
Q2 		$8K Buy
137
+1
+0.7% +$62 ﹤0.01% 1030
2021
Q1 		$8K Buy
+136
New +$7.85K 0.01% 946

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

Newbridge Financial Services Group's GIS Position: Q2 2026 in Review

Newbridge Financial Services Group held its General Mills (GIS) position steady in Q2 2026 at 153 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Newbridge Financial Services Group first reported a position in GIS in Q1 2021 and has held it in 17 quarters since. The position peaked at $82.1K in Q1 2023. 1,330 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Newbridge Financial Services Group held 153 shares of General Mills worth $5.32K as of Q2 2026.
  • Newbridge Financial Services Group left its General Mills share count unchanged in Q2 2026.
  • General Mills made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #959 holding.
  • Newbridge Financial Services Group first reported a position in General Mills in Q1 2021 and has held it in 17 quarters since.
  • Newbridge Financial Services Group's General Mills position peaked at $82.1K in Q1 2023.
  • 1,330 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.