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Sovereign Financial Group’s General Mills GIS Stock Holding History

Sovereign Financial Group’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 		$909K Buy
26,107
+4,484
+21% +$155K 0.14% 136
2026
Q1 		$805K Buy
21,623
+675
+3% +$29.3K 0.14% 138
2025
Q4 		$974K Buy
20,948
+428
+2% +$20.3K 0.17% 110
2025
Q3 		$1.03M Buy
20,520
+1,295
+7% +$64.9K 0.19% 98
2025
Q2 		$996K Sell
19,225
-1,887
-9% -$104K 0.21% 94
2025
Q1 		$1.26M Sell
21,112
-95
-0.4% -$5.71K 0.29% 65
2024
Q4 		$1.35M Sell
21,207
-648
-3% -$43.5K 0.31% 65
2024
Q3 		$1.61M Sell
21,855
-289
-1% -$20K 0.38% 50
2024
Q2 		$1.4M Buy
22,144
+89
+0.4% +$6.11K 0.35% 55
2024
Q1 		$1.54M Sell
22,055
-540
-2% -$35.2K 0.41% 45
2023
Q4 		$1.47M Buy
22,595
+42
+0.2% +$2.71K 0.45% 40
2023
Q3 		$1.44M Sell
22,553
-1,352
-6% -$95.5K 0.51% 41
2023
Q2 		$1.83M Buy
23,905
+358
+2% +$30.6K 0.6% 35
2023
Q1 		$2.01M Sell
23,547
-158
-0.7% -$12.6K 0.75% 28
2022
Q4 		$1.99M Buy
23,705
+245
+1% +$20K 0.78% 31
2022
Q3 		$1.8M Buy
23,460
+435
+2% +$33.2K 0.73% 32
2022
Q2 		$1.74M Sell
23,025
-324
-1% -$22.7K 0.68% 37
2022
Q1 		$1.58M Buy
23,349
+23
+0.1% +$1.54K 0.59% 47
2021
Q4 		$1.57M Sell
23,326
-25
-0.1% -$1.59K 0.63% 42
2021
Q3 		$1.4M Sell
23,351
-2,087
-8% -$123K 0.8% 31
2021
Q2 		$1.56M Hold
25,438
– – 0.94% 24
2021
Q1 		$1.56M Buy
25,438
+126
+0.5% +$7.27K 0.97% 23
2020
Q4 		$1.49M Buy
+25,312
New +$1.53M 1.07% 24

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

Sovereign Financial Group's GIS Position: Q2 2026 in Review

Sovereign Financial Group increased its General Mills (GIS) stake by 21% in Q2 2026, buying an estimated $155K and bringing the position to 26,107 shares worth $909K. The position accounts for 0.14% of the portfolio, ranked #136.

Sovereign Financial Group first reported a position in GIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.01M in Q1 2023. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Sovereign Financial Group held 26,107 shares of General Mills worth $909K as of Q2 2026.
  • Sovereign Financial Group bought 4,484 General Mills shares in Q2 2026, an estimated $155K.
  • General Mills made up 0.14% of Sovereign Financial Group's portfolio in Q2 2026, its #136 holding.
  • Sovereign Financial Group first reported a position in General Mills in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's General Mills position peaked at $2.01M in Q1 2023.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.