SVB Wealth’s General Mills GIS Stock Holding History

SVB Wealth’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	–	Sell	-5,308	Closed	-$247K	–	393
2025 Q4	$247K	Sell	5,308 -695	-12%	-$33K	0.01%	357
2025 Q3	$303K	Sell	6,003 -1,014	-14%	-$50.8K	0.02%	354
2025 Q2	$364K	Buy	+7,017	New	+$387K	0.02%	335
2025 Q1	–	Sell	-24,883	Closed	-$1.59M	–	1595
2024 Q4	$1.59M	Buy	+24,883	New	+$1.67M	0.03%	253
2024 Q3	–	Sell	-31,989	Closed	-$2.02M	–	240
2024 Q2	$2.02M	Sell	31,989 -15,451	-33%	-$1.06M	0.05%	231
2024 Q1	$3.32M	Sell	47,440 -61,387	-56%	-$4M	0.07%	202
2023 Q4	$7.09M	Buy	108,827 +24,396	+29%	+$1.57M	0.17%	135
2023 Q3	$5.4M	Buy	84,431 +61,782	+273%	+$4.37M	0.12%	145
2023 Q2	$1.74M	Sell	22,649 -7,132	-24%	-$610K	0.03%	258
2023 Q1	$2.55M	Buy	29,781 +1,220	+4%	+$97.4K	0.04%	234
2022 Q4	$2.39M	Sell	28,561 -1,703	-6%	-$139K	0.03%	243
2022 Q3	$2.32M	Buy	30,264 +3,210	+12%	+$245K	0.03%	240
2022 Q2	$2.04M	Sell	27,054 -2,617	-9%	-$183K	0.03%	219
2022 Q1	$2.01M	Sell	29,671 -3,290	-10%	-$221K	0.03%	228
2021 Q4	$2.22M	Buy	32,961 +358	+1%	+$22.7K	0.04%	209
2021 Q3	$1.95M	Sell	32,603 -461	-1%	-$27.2K	0.03%	264
2021 Q2	$2.01M	Buy	33,064 +539	+2%	+$33.3K	0.03%	257
2021 Q1	$2M	Sell	32,525 -2,165	-6%	-$125K	0.03%	240
2020 Q4	$2.04M	Buy	34,690 +278	+0.8%	+$16.8K	0.03%	235
2020 Q3	$2.12M	Sell	34,412 -42	-0.1%	-$2.63K	0.04%	214
2020 Q2	$2.12M	Sell	34,454 -116	-0.3%	-$7K	0.04%	189
2020 Q1	$1.82M	Sell	34,570 -53	-0.2%	-$2.8K	0.04%	181
2019 Q4	$1.85M	Buy	34,623 +1,463	+4%	+$77.1K	0.03%	226
2019 Q3	$1.83M	Buy	33,160 +413	+1%	+$22.3K	0.04%	214
2019 Q2	$1.72M	Sell	32,747 -1,165	-3%	-$60.2K	0.06%	223
2019 Q1	$1.75M	Sell	33,912 -4,126	-11%	-$187K	0.07%	175
2018 Q4	$1.48M	Sell	38,038 -32,036	-46%	-$1.35M	0.06%	180
2018 Q3	$3.01M	Sell	70,074 -1,255	-2%	-$56.8K	0.11%	133
2018 Q2	$3.16M	Sell	71,329 -691	-1%	-$30.2K	0.12%	124
2018 Q1	$3.25M	Sell	72,020 -5,848	-8%	-$317K	0.12%	131
2017 Q4	$4.62M	Buy	77,868 +7,426	+11%	+$402K	0.17%	107
2017 Q3	$3.65M	Buy	70,442 +852	+1%	+$46.7K	0.14%	128
2017 Q2	$3.85M	Buy	69,590 +1,731	+3%	+$98.8K	0.15%	126
2017 Q1	$4M	Buy	67,859 +6,411	+10%	+$392K	0.16%	119
2016 Q4	$3.8M	Sell	61,448 -5,066	-8%	-$314K	0.16%	115
2016 Q3	$4.25M	Sell	66,514 -4,702	-7%	-$327K	0.17%	124
2016 Q2	$5.08M	Sell	71,216 -3,111	-4%	-$198K	0.21%	115
2016 Q1	$4.71M	Sell	74,327 -4,450	-6%	-$259K	0.19%	122
2015 Q4	$4.54M	Sell	78,777 -2,740	-3%	-$158K	0.18%	129
2015 Q3	$4.58M	Sell	81,517 -7,641	-9%	-$438K	0.18%	132
2015 Q2	$4.97M	Sell	89,158 -2,714	-3%	-$152K	0.16%	143
2015 Q1	$5.2M	Buy	91,872 +26,923	+41%	+$1.44M	0.17%	143
2014 Q4	$3.46M	Buy	+64,949	New	+$3.36M	0.11%	173

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SVB Wealth's GIS Position: Q1 2026 in Review

SVB Wealth sold out of General Mills (GIS) in Q1 2026, closing a stake of 5,308 shares — an estimated $247K sold.

SVB Wealth first reported a position in GIS in Q4 2014 and held it in 43 quarters. The position peaked at $7.09M in Q4 2023. 1,310 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

SVB Wealth reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
SVB Wealth sold 5,308 General Mills shares in Q1 2026, an estimated $247K.
SVB Wealth first reported a position in General Mills in Q4 2014 and held it in 43 quarters.
SVB Wealth's General Mills position peaked at $7.09M in Q4 2023.
1,310 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on SVB Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.