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BankPlus Trust Department’s Walt Disney DIS Stock Holding History

BankPlus Trust Department’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
Q2 		$1.66M Buy
17,281
+96
+0.6% +$9.79K 0.39% 60
2026
Q1 		$1.66M Buy
17,185
+44
+0.3% +$4.65K 0.44% 53
2025
Q4 		$1.95M Sell
17,141
-393
-2% -$43.3K 0.51% 46
2025
Q3 		$2.01M Sell
17,534
-187
-1% -$22K 0.54% 43
2025
Q2 		$2.2M Buy
17,721
+826
+5% +$85.8K 0.65% 36
2025
Q1 		$1.67M Buy
16,895
+2,723
+19% +$293K 0.56% 42
2024
Q4 		$1.58M Buy
+14,172
New +$1.49M 0.52% 45

Other funds holding DIS

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BankPlus Trust Department's DIS Position: Q2 2026 in Review

BankPlus Trust Department increased its Walt Disney (DIS) stake by 0.56% in Q2 2026, buying an estimated $9.79K and bringing the position to 17,281 shares worth $1.66M. The position accounts for 0.39% of the portfolio, ranked #60.

BankPlus Trust Department first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.2M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • BankPlus Trust Department held 17,281 shares of Walt Disney worth $1.66M as of Q2 2026.
  • BankPlus Trust Department bought 96 Walt Disney shares in Q2 2026, an estimated $9.79K.
  • Walt Disney made up 0.39% of BankPlus Trust Department's portfolio in Q2 2026, its #60 holding.
  • BankPlus Trust Department first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's Walt Disney position peaked at $2.2M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.