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Root Financial Partners’s General Mills GIS Stock Holding History

Root Financial Partners’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 		$297K Buy
7,984
+6,831
+592% +$297K 0.01% 251
2025
Q4 		$53.6K Buy
1,153
+366
+47% +$17.4K ﹤0.01% 681
2025
Q3 		$39.7K Buy
+787
New +$39.5K ﹤0.01% 760

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

Root Financial Partners's GIS Position: Q1 2026 in Review

Root Financial Partners increased its General Mills (GIS) stake by 592% in Q1 2026, buying an estimated $297K and bringing the position to 7,984 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #251.

Root Financial Partners first reported a position in GIS in Q3 2025 and has held it in 3 quarters since. 1,305 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Root Financial Partners held 7,984 shares of General Mills worth $297K as of Q1 2026.
  • Root Financial Partners bought 6,831 General Mills shares in Q1 2026, an estimated $297K.
  • General Mills made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #251 holding.
  • Root Financial Partners first reported a position in General Mills in Q3 2025 and has held it in 3 quarters since.
  • 1,305 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.