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BankPlus Wealth Management’s Walt Disney DIS Stock Holding History

BankPlus Wealth Management’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 		$586K Buy
6,088
+121
+2% +$12.3K 0.26% 62
2026
Q1 		$575K Buy
5,967
+280
+5% +$29.6K 0.3% 60
2025
Q4 		$647K Buy
5,687
+184
+3% +$20.3K 0.36% 50
2025
Q3 		$630K Sell
5,503
-271
-5% -$31.9K 0.37% 52
2025
Q2 		$716K Buy
5,774
+69
+1% +$7.17K 0.48% 37
2025
Q1 		$563K Buy
5,705
+813
+17% +$87.4K 0.41% 48
2024
Q4 		$545K Buy
+4,892
New +$514K 0.41% 47

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BankPlus Wealth Management's DIS Position: Q2 2026 in Review

BankPlus Wealth Management increased its Walt Disney (DIS) stake by 2% in Q2 2026, buying an estimated $12.3K and bringing the position to 6,088 shares worth $586K. The position accounts for 0.26% of the portfolio, ranked #62.

BankPlus Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $716K in Q2 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • BankPlus Wealth Management held 6,088 shares of Walt Disney worth $586K as of Q2 2026.
  • BankPlus Wealth Management bought 121 Walt Disney shares in Q2 2026, an estimated $12.3K.
  • Walt Disney made up 0.26% of BankPlus Wealth Management's portfolio in Q2 2026, its #62 holding.
  • BankPlus Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Wealth Management's Walt Disney position peaked at $716K in Q2 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.