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Summit Financial’s General Mills GIS Stock Holding History

Summit 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 		$528K Sell
15,164
-9,327
-38% -$322K 0.01% 1069
2026
Q1 		$912K Buy
24,491
+16,098
+192% +$699K 0.01% 806
2025
Q4 		$390K Sell
8,393
-1,431
-15% -$68K 0.01% 970
2025
Q3 		$495K Sell
9,824
-2,960
-23% -$148K 0.01% 884
2025
Q2 		$662K Buy
12,784
+4,996
+64% +$276K 0.02% 505
2025
Q1 		$466K Buy
7,788
+166
+2% +$9.97K 0.01% 529
2024
Q4 		$486K Buy
+7,622
New +$511K 0.02% 454

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

Summit Financial's GIS Position: Q2 2026 in Review

Summit Financial reduced its General Mills (GIS) stake by 38% in Q2 2026, selling an estimated $322K and leaving 15,164 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #1069.

Summit Financial first reported a position in GIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $912K in Q1 2026. 1,334 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Summit Financial held 15,164 shares of General Mills worth $528K as of Q2 2026.
  • Summit Financial sold 9,327 General Mills shares in Q2 2026, an estimated $322K.
  • General Mills made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1069 holding.
  • Summit Financial first reported a position in General Mills in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's General Mills position peaked at $912K in Q1 2026.
  • 1,334 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.