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 Q2	–	Sell	-6,156	Closed	-$229K	–	261
2026 Q1	$229K	Buy	+6,156	New	+$267K	0.05%	201

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Plan Group Financial sold out of General Mills (GIS) in Q2 2026, closing a stake of 6,156 shares — an estimated $229K sold.

Plan Group Financial first reported a position in GIS in Q1 2026 and held it in 1 quarter. The position peaked at $229K in Q1 2026. 1,343 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Plan Group Financial reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
Plan Group Financial sold 6,156 General Mills shares in Q2 2026, an estimated $229K.
Plan Group Financial first reported a position in General Mills in Q1 2026 and held it in 1 quarter.
Plan Group Financial's General Mills position peaked at $229K in Q1 2026.
1,343 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.