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Security National Bank’s General Mills GIS Stock Holding History

Security National Bank’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
2025
Q2 		– Sell
-1,503
Closed -$89.9K – 320
2025
Q1 		$89.9K Hold
1,503
– – 0.02% 170
2024
Q4 		$95.8K Sell
1,503
-599
-28% -$40.2K 0.01% 161
2024
Q3 		$155K Hold
2,102
– – 0.02% 124
2024
Q2 		$133K Hold
2,102
– – 0.02% 133
2024
Q1 		$147K Sell
2,102
-102
-5% -$6.64K 0.02% 117
2023
Q4 		$144K Buy
+2,204
New +$142K 0.03% 122

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Security National Bank's GIS Position: Q2 2025 in Review

Security National Bank sold out of General Mills (GIS) in Q2 2025, closing a stake of 1,503 shares — an estimated $89.9K sold.

Security National Bank first reported a position in GIS in Q4 2023 and held it in 6 quarters. The position peaked at $155K in Q3 2024. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Security National Bank reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • Security National Bank sold 1,503 General Mills shares in Q2 2025, an estimated $89.9K.
  • Security National Bank first reported a position in General Mills in Q4 2023 and held it in 6 quarters.
  • Security National Bank's General Mills position peaked at $155K in Q3 2024.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Security National Bank's 13F filing for Q2 2025, filed 10 Jul 2025.