BFS
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Bare Financial Services’s Walt Disney DIS Stock Holding History

Bare 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
Q2 		$38.3K Buy
398
+119
+43% +$12.1K 0.01% 123
2026
Q1 		$26.9K Buy
279
+61
+28% +$6.45K 0.01% 111
2025
Q4 		$24.8K Sell
218
-73
-25% -$8.04K 0.01% 113
2025
Q3 		$33.3K Buy
291
+95
+48% +$11.2K 0.01% 99
2025
Q2 		$24.3K Buy
196
+32
+20% +$3.33K 0.01% 101
2025
Q1 		$16.2K Hold
164
– – 0.01% 93
2024
Q4 		$18.3K Hold
164
– – 0.01% 86
2024
Q3 		$15.8K Hold
164
– – 0.01% 90
2024
Q2 		$15.4K Buy
+164
New +$17.7K 0.01% 86

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

Bare Financial Services's DIS Position: Q2 2026 in Review

Bare Financial Services increased its Walt Disney (DIS) stake by 43% in Q2 2026, buying an estimated $12.1K and bringing the position to 398 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #123.

Bare Financial Services first reported a position in DIS in Q2 2024 and has held it in 9 quarters since. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Bare Financial Services held 398 shares of Walt Disney worth $38.3K as of Q2 2026.
  • Bare Financial Services bought 119 Walt Disney shares in Q2 2026, an estimated $12.1K.
  • Walt Disney made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #123 holding.
  • Bare Financial Services first reported a position in Walt Disney in Q2 2024 and has held it in 9 quarters since.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.