PGF
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Plan Group Financial’s General Mills GIS Stock Holding History

Plan Group Financial’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
Q1 		$229K Buy
+6,156
New +$267K 0.05% 201

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Plan Group Financial's GIS Position: Q1 2026 in Review

Plan Group Financial opened a new position in General Mills (GIS) in Q1 2026: 6,156 shares worth $229K. The stake represents 0.05% of the portfolio and ranks #201 among its holdings.

1,305 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Plan Group Financial held 6,156 shares of General Mills worth $229K as of Q1 2026.
  • General Mills was a new Plan Group Financial position in Q1 2026.
  • General Mills made up 0.05% of Plan Group Financial's portfolio in Q1 2026, its #201 holding.
  • 1,305 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.