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Richardson Financial Services’s General Mills GIS Stock Holding History

Richardson 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 		$127K Sell
3,640
-25
-0.7% -$863 0.07% 205
2026
Q1 		$136K Buy
3,665
+130
+4% +$5.64K 0.09% 188
2025
Q4 		$164K Buy
3,535
+1,300
+58% +$61.8K 0.05% 179
2025
Q3 		$113K Sell
2,235
-90
-4% -$4.51K 0.07% 200
2025
Q2 		$124K Buy
2,325
+190
+9% +$10.5K 0.08% 188
2025
Q1 		$128K Sell
2,135
-55
-3% -$3.3K 0.1% 172
2024
Q4 		$139K Sell
2,190
-125
-5% -$8.38K 0.1% 169
2024
Q3 		$146K Hold
2,315
– – 0.09% 175
2024
Q2 		$146K Sell
2,315
-174
-7% -$11.9K 0.11% 164
2024
Q1 		$174K Buy
2,489
+94
+4% +$6.12K 0.12% 154
2023
Q4 		$156K Buy
+2,395
New +$155K 0.14% 146

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

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

Richardson Financial Services reduced its General Mills (GIS) stake by 0.68% in Q2 2026, selling an estimated $863 and leaving 3,640 shares worth $127K. The position accounts for 0.07% of the portfolio, ranked #205.

Richardson Financial Services first reported a position in GIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $174K in Q1 2024. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Richardson Financial Services held 3,640 shares of General Mills worth $127K as of Q2 2026.
  • Richardson Financial Services sold 25 General Mills shares in Q2 2026, an estimated $863.
  • General Mills made up 0.07% of Richardson Financial Services's portfolio in Q2 2026, its #205 holding.
  • Richardson Financial Services first reported a position in General Mills in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's General Mills position peaked at $174K in Q1 2024.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.