AIFS
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A&I Financial Services’s Walt Disney DIS Stock Holding History

A&I Financial Services’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$241K Sell
2,295
-50
-2% -$5.12K 0.1% 67
2026
Q2 		$226K Hold
2,345
– – 0.1% 71
2026
Q1 		$226K Sell
2,345
-118
-5% -$12.5K 0.11% 67
2025
Q4 		$280K Sell
2,463
-15
-0.6% -$1.65K 0.13% 64
2025
Q3 		$280K Sell
2,478
-399
-14% -$47K 0.14% 64
2025
Q2 		$357K Hold
2,877
– – 0.2% 58
2025
Q1 		$284K Hold
2,877
– – 0.19% 59
2024
Q4 		$320K Buy
+2,877
New +$302K 0.31% 54
2019
Q3 		$315K Buy
2,414
+419
+21% +$57.9K 0.47% 19
2019
Q2 		$279K Buy
1,995
+26
+1% +$3.45K 0.46% 18
2019
Q1 		$219K Buy
1,969
+50
+3% +$5.59K 0.4% 16
2018
Q4 		$210K Sell
1,919
-19
-1% -$2.16K 0.35% 19
2018
Q3 		$227K Sell
1,938
-81
-4% -$9.02K 0.57% 16
2018
Q2 		$212K Sell
2,019
-385
-16% -$39.4K 0.43% 19
2018
Q1 		$241K Buy
2,404
+385
+19% +$40.9K 0.59% 14
2017
Q4 		$217K Buy
+2,019
New +$208K 0.43% 23

Other funds holding DIS

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

A&I Financial Services's DIS Position: Q3 2026 in Review

A&I Financial Services reduced its Walt Disney (DIS) stake by 2.1% in Q3 2026, selling an estimated $5.12K and leaving 2,295 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #67.

A&I Financial Services first reported a position in DIS in Q4 2017 and has held it in 16 quarters since. The position peaked at $357K in Q2 2025. 1,424 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • A&I Financial Services held 2,295 shares of Walt Disney worth $241K as of Q3 2026.
  • A&I Financial Services sold 50 Walt Disney shares in Q3 2026, an estimated $5.12K.
  • Walt Disney made up 0.1% of A&I Financial Services's portfolio in Q3 2026, its #67 holding.
  • A&I Financial Services first reported a position in Walt Disney in Q4 2017 and has held it in 16 quarters since.
  • A&I Financial Services's Walt Disney position peaked at $357K in Q2 2025.
  • 1,424 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on A&I Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.