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Patriot Financial Group Insurance Agency’s General Mills GIS Stock Holding History

Patriot Financial Group Insurance Agency’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 		$765K Buy
+21,969
New +$759K 0.08% 260
2022
Q4 		– Sell
-2,661
Closed -$204K – 438
2022
Q3 		$204K Sell
2,661
-2,294
-46% -$175K 0.05% 365
2022
Q2 		$374K Sell
4,955
-468
-9% -$32.8K 0.08% 257
2022
Q1 		$367K Buy
5,423
+782
+17% +$52.5K 0.07% 293
2021
Q4 		$313K Buy
4,641
+271
+6% +$17.2K 0.05% 338
2021
Q3 		$261K Buy
4,370
+548
+14% +$32.4K 0.05% 380
2021
Q2 		$233K Buy
3,822
+832
+28% +$51.5K 0.04% 395
2021
Q1 		$183K Buy
2,990
+225
+8% +$13K 0.04% 409
2020
Q4 		$163K Buy
2,765
+1,294
+88% +$78.3K 0.04% 387
2020
Q3 		$91K Buy
1,471
+282
+24% +$17.6K 0.03% 409
2020
Q2 		$73K Buy
1,189
+382
+47% +$23K 0.03% 428
2020
Q1 		$43K Buy
807
+140
+21% +$7.39K 0.02% 490
2019
Q4 		$36K Buy
667
+84
+14% +$4.43K 0.01% 539
2019
Q3 		$32K Sell
583
-171
-23% -$9.22K 0.01% 525
2019
Q2 		$40K Buy
754
+10
+1% +$517 0.02% 470
2019
Q1 		$39K Buy
744
+3
+0.4% +$136 0.02% 418
2018
Q4 		$29K Buy
741
+119
+19% +$5.03K 0.02% 410
2018
Q3 		$27K Buy
622
+467
+301% +$21.1K 0.02% 420
2018
Q2 		$7K Sell
155
-354
-70% -$15.5K 0.01% 441
2018
Q1 		$22K Sell
509
-142
-22% -$7.7K 0.02% 453
2017
Q4 		$39K Buy
651
+8
+1% +$433 0.03% 332
2017
Q3 		$32K Buy
643
+202
+46% +$11.1K 0.03% 324
2017
Q2 		$24K Buy
441
+73
+20% +$4.17K 0.03% 351
2017
Q1 		$21K Buy
368
+1
+0.3% +$61 0.02% 347
2016
Q4 		$23K Buy
+367
New +$22.7K 0.03% 325

Other funds holding GIS

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GIS Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency opened a new position in General Mills (GIS) in Q2 2026: 21,969 shares worth $765K. The stake represents 0.08% of the portfolio and ranks #260 among its holdings. This is a return to the name: Patriot Financial Group Insurance Agency previously reported a position in GIS as recently as Q3 2022.

Patriot Financial Group Insurance Agency first reported a position in GIS in Q4 2016 and has held it in 25 quarters since. 708 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 21,969 shares of General Mills worth $765K as of Q2 2026.
  • General Mills was a new Patriot Financial Group Insurance Agency position in Q2 2026.
  • General Mills made up 0.08% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #260 holding.
  • Patriot Financial Group Insurance Agency first reported a position in General Mills in Q4 2016 and has held it in 25 quarters since.
  • 708 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.