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Roxbury Financial’s General Mills GIS Stock Holding History

Roxbury 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 		$10.4K Hold
300
– – 0.01% 316
2026
Q1 		$11.2K Hold
300
– – 0.01% 297
2025
Q4 		$13.9K Hold
300
– – 0.01% 280
2025
Q3 		$15.1K Hold
300
– – 0.01% 266
2025
Q2 		$15.5K Buy
300
+100
+50% +$5.52K 0.02% 263
2025
Q1 		$12.1K Hold
200
– – 0.01% 268
2024
Q4 		$13.3K Buy
+200
New +$13.4K 0.01% 283

Other funds holding GIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Roxbury Financial's GIS Position: Q2 2026 in Review

Roxbury Financial held its General Mills (GIS) position steady in Q2 2026 at 300 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #316.

Roxbury Financial first reported a position in GIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5K in Q2 2025. 354 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Roxbury Financial held 300 shares of General Mills worth $10.4K as of Q2 2026.
  • Roxbury Financial left its General Mills share count unchanged in Q2 2026.
  • General Mills made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #316 holding.
  • Roxbury Financial first reported a position in General Mills in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's General Mills position peaked at $15.5K in Q2 2025.
  • 354 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.