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Beacon Financial Group’s Walt Disney DIS Stock Holding History

Beacon Financial Group’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 		$341K Buy
3,539
+50
+1% +$5.1K 0.03% 303
2026
Q1 		$336K Sell
3,489
-229
-6% -$24.2K 0.03% 281
2025
Q4 		$423K Buy
3,718
+152
+4% +$16.7K 0.04% 247
2025
Q3 		$408K Sell
3,566
-205
-5% -$24.1K 0.04% 251
2025
Q2 		$468K Sell
3,771
-879
-19% -$91.3K 0.05% 232
2025
Q1 		$459K Sell
4,650
-725
-13% -$77.9K 0.05% 229
2024
Q4 		$599K Sell
5,375
-110
-2% -$11.6K 0.06% 202
2024
Q3 		$528K Buy
5,485
+120
+2% +$11K 0.06% 212
2024
Q2 		$533K Sell
5,365
-383
-7% -$41.2K 0.06% 205
2024
Q1 		$703K Sell
5,748
-341
-6% -$35.6K 0.08% 188
2023
Q4 		$550K Sell
6,089
-1,047
-15% -$92.3K 0.07% 201
2023
Q3 		$597K Buy
7,136
+331
+5% +$28.3K 0.08% 166
2023
Q2 		$605K Sell
6,805
-910
-12% -$86.2K 0.08% 163
2023
Q1 		$778K Sell
7,715
-993
-11% -$100K 0.11% 151
2022
Q4 		$764K Sell
8,708
-5,194
-37% -$497K 0.1% 152
2022
Q3 		$1.35M Sell
13,902
-152
-1% -$16.3K 0.21% 105
2022
Q2 		$1.37M Buy
14,054
+429
+3% +$47.6K 0.2% 111
2022
Q1 		$1.89M Buy
13,625
+3,796
+39% +$549K 0.25% 96
2021
Q4 		$1.54M Buy
9,829
+322
+3% +$52K 0.2% 109
2021
Q3 		$1.64M Buy
9,507
+419
+5% +$74.7K 0.22% 98
2021
Q2 		$1.61M Buy
9,088
+2,398
+36% +$431K 0.23% 104
2021
Q1 		$1.18M Hold
6,690
– – 0.18% 119
2020
Q4 		$1.18M Sell
6,690
-177
-3% -$25.4K 0.18% 121
2020
Q3 		$852K Sell
6,867
-182
-3% -$22.7K 0.15% 126
2020
Q2 		$786K Sell
7,049
-9,994
-59% -$1.1M 0.15% 126
2020
Q1 		$1.7M Sell
17,043
-141
-0.8% -$17.8K 0.37% 74
2019
Q4 		$2.48M Buy
17,184
+443
+3% +$61.8K 0.31% 71
2019
Q3 		$2.18M Buy
16,741
+135
+0.8% +$18.7K 0.37% 75
2019
Q2 		$2.32M Sell
16,606
-4,875
-23% -$647K 0.4% 74
2019
Q1 		$2.38K Sell
21,481
-1,523
-7% -$170K 0.39% 73
2018
Q4 		$2.47M Buy
23,004
+454
+2% +$51.6K 0.46% 66
2018
Q3 		$2.64M Sell
22,550
-290
-1% -$32.3K 0.45% 69
2018
Q2 		$2.39M Buy
22,840
+17,091
+297% +$1.75M 0.4% 69
2018
Q1 		$577K Buy
+5,749
New +$611K 0.1% 132
2015
Q4 		– Sell
-6,090
Closed -$605K – 169
2015
Q3 		$605K Buy
6,090
+829
+16% +$90.3K 0.15% 85
2015
Q2 		$594K Buy
5,261
+1,063
+25% +$117K 0.13% 95
2015
Q1 		$446K Buy
4,198
+898
+27% +$90.6K 0.1% 109
2014
Q4 		$312K Sell
3,300
-100
-3% -$9.02K 0.06% 137
2014
Q3 		$302K Buy
+3,400
New +$300K 0.07% 152

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Beacon Financial Group's DIS Position: Q2 2026 in Review

Beacon Financial Group increased its Walt Disney (DIS) stake by 1.4% in Q2 2026, buying an estimated $5.1K and bringing the position to 3,539 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #303.

Beacon Financial Group first reported a position in DIS in Q3 2014 and has held it in 39 quarters since. The position peaked at $2.64M in Q3 2018. 1,455 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Beacon Financial Group held 3,539 shares of Walt Disney worth $341K as of Q2 2026.
  • Beacon Financial Group bought 50 Walt Disney shares in Q2 2026, an estimated $5.1K.
  • Walt Disney made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #303 holding.
  • Beacon Financial Group first reported a position in Walt Disney in Q3 2014 and has held it in 39 quarters since.
  • Beacon Financial Group's Walt Disney position peaked at $2.64M in Q3 2018.
  • 1,455 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.