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 Q3	$639K	Buy	6,090 +2	+0%	+$205	0.28%	59
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BankPlus Wealth Management's DIS Position: Q3 2026 in Review

BankPlus Wealth Management increased its Walt Disney (DIS) stake by 0.03% in Q3 2026, buying an estimated $205 and bringing the position to 6,090 shares worth $639K. The position accounts for 0.28% of the portfolio, ranked #59.

BankPlus Wealth Management first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $716K in Q2 2025. 2,059 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

BankPlus Wealth Management held 6,090 shares of Walt Disney worth $639K as of Q3 2026.
BankPlus Wealth Management bought 2 Walt Disney shares in Q3 2026, an estimated $205.
Walt Disney made up 0.28% of BankPlus Wealth Management's portfolio in Q3 2026, its #59 holding.
BankPlus Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
BankPlus Wealth Management's Walt Disney position peaked at $716K in Q2 2025.
2,059 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.