Tompkins Financial’s General Mills GIS Stock Holding History

Tompkins 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	$190K	Buy	5,474 +144	+3%	+$4.97K	0.01%	208
2026 Q1	$198K	Hold	5,330	–	–	0.02%	199
2025 Q4	$248K	Hold	5,330	–	–	0.02%	178
2025 Q3	$269K	Sell	5,330 -355	-6%	-$17.8K	0.02%	165
2025 Q2	$295K	Buy	5,685 +90	+2%	+$4.97K	0.03%	151
2025 Q1	$335K	Hold	5,595	–	–	0.03%	146
2024 Q4	$357K	Buy	5,595 +914	+20%	+$61.3K	0.03%	140
2024 Q3	$346K	Buy	4,681 +86	+2%	+$5.96K	0.03%	144
2024 Q2	$291K	Sell	4,595 -96	-2%	-$6.59K	0.03%	163
2024 Q1	$328K	Buy	4,691 +814	+21%	+$53K	0.04%	155
2023 Q4	$253K	Buy	3,877 +1,090	+39%	+$70.4K	0.03%	168
2023 Q3	$178K	Buy	2,787 +172	+7%	+$12.2K	0.03%	187
2023 Q2	$201K	Sell	2,615 -1,500	-36%	-$128K	0.03%	180
2023 Q1	$352K	Hold	4,115	–	–	0.06%	135
2022 Q4	$345K	Hold	4,115	–	–	0.05%	137
2022 Q3	$316K	Hold	4,115	–	–	0.05%	142
2022 Q2	$310K	Hold	4,115	–	–	0.05%	143
2022 Q1	$279K	Buy	4,115 +3,571	+656%	+$240K	0.04%	163
2021 Q4	$37K	Hold	544	–	–	0.01%	236
2021 Q3	$33K	Buy	+544	New	+$32.1K	0.01%	253
2021 Q1	$33K	Hold	544	–	–	0.01%	287
2020 Q4	$32K	Sell	544 -100	-16%	-$6.05K	0.01%	287
2020 Q3	$40K	Hold	644	–	–	0.01%	256
2020 Q2	$40K	Hold	644	–	–	0.01%	251
2020 Q1	$34K	Sell	644 -100	-13%	-$5.28K	0.01%	256
2019 Q4	$40K	Buy	744 +181	+32%	+$9.54K	0.01%	269
2019 Q3	$31K	Hold	563	–	–	0.01%	261
2019 Q2	$30K	Hold	563	–	–	0.01%	269
2019 Q1	$29K	Sell	563 -504	-47%	-$22.8K	0.01%	280
2018 Q4	$42K	Sell	1,067 -4,592	-81%	-$194K	0.01%	242
2018 Q3	$243K	Hold	5,659	–	–	0.05%	160
2018 Q2	$250K	Hold	5,659	–	–	0.05%	157
2018 Q1	$255K	Sell	5,659 -1	-0%	-$54	0.06%	159
2017 Q4	$336K	Sell	5,660 -46	-0.8%	-$2.49K	0.08%	136
2017 Q3	$295K	Hold	5,706	–	–	0.07%	142
2017 Q2	$316K	Hold	5,706	–	–	0.08%	128
2017 Q1	$337K	Hold	5,706	–	–	0.09%	120
2016 Q4	$352K	Sell	5,706 -162	-3%	-$10K	0.09%	118
2016 Q3	$375K	Hold	5,868	–	–	0.11%	108
2016 Q2	$418K	Hold	5,868	–	–	0.12%	114
2016 Q1	$372K	Sell	5,868 -1,220	-17%	-$70.9K	0.12%	116
2015 Q4	$408K	Hold	7,088	–	–	0.13%	124
2015 Q3	$397K	Sell	7,088 -48	-0.7%	-$2.75K	0.13%	121
2015 Q2	$398K	Sell	7,136 -100	-1%	-$5.6K	0.11%	126
2015 Q1	$409K	Sell	7,236 -48	-0.7%	-$2.56K	0.1%	129
2014 Q4	$388K	Sell	7,284 -210	-3%	-$10.9K	0.1%	126
2014 Q3	$379K	Sell	7,494 -385	-5%	-$20.2K	0.1%	127
2014 Q2	$414K	Sell	7,879 -92	-1%	-$4.91K	0.1%	125
2014 Q1	$413K	Buy	7,971 +1,360	+21%	+$67.3K	0.1%	122
2013 Q4	$330K	Sell	6,611 -11,208	-63%	-$558K	0.09%	135
2013 Q3	$854K	Buy	17,819 +11,228	+170%	+$564K	0.24%	83
2013 Q2	$320K	Buy	+6,591	New	+$324K	0.1%	125

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return