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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
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 $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

Richardson Financial Services's GIS Position: Q1 2026 in Review

Richardson Financial Services increased its General Mills (GIS) stake by 3.7% in Q1 2026, buying an estimated $5.64K and bringing the position to 3,665 shares worth $136K. The position accounts for 0.09% of the portfolio, ranked #188.

Richardson Financial Services first reported a position in GIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $174K in Q1 2024. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Richardson Financial Services held 3,665 shares of General Mills worth $136K as of Q1 2026.
  • Richardson Financial Services bought 130 General Mills shares in Q1 2026, an estimated $5.64K.
  • General Mills made up 0.09% of Richardson Financial Services's portfolio in Q1 2026, its #188 holding.
  • Richardson Financial Services first reported a position in General Mills in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's General Mills position peaked at $174K in Q1 2024.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.