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Berkshire Bank’s Walt Disney DIS Stock Holding History

Berkshire Bank’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 		$2.06M Sell
21,387
-662
-3% -$67.5K 0.4% 53
2026
Q1 		$2.13M Buy
22,049
+865
+4% +$91.4K 0.44% 48
2025
Q4 		$2.41M Sell
21,184
-2,220
-9% -$244K 0.49% 43
2025
Q3 		$2.68M Sell
23,404
-573
-2% -$67.5K 0.58% 39
2025
Q2 		$2.97M Sell
23,977
-276
-1% -$28.7K 0.68% 39
2025
Q1 		$2.39M Sell
24,253
-513
-2% -$55.1K 0.58% 43
2024
Q4 		$2.76M Buy
24,766
+1,245
+5% +$131K 0.64% 39
2024
Q3 		$2.26M Buy
23,521
+1,276
+6% +$117K 0.53% 43
2024
Q2 		$2.21M Sell
22,245
-1,850
-8% -$199K 0.56% 41
2024
Q1 		$2.95M Sell
24,095
-1,181
-5% -$123K 0.73% 35
2023
Q4 		$2.28M Buy
25,276
+132
+0.5% +$11.6K 0.6% 40
2023
Q3 		$2.04M Sell
25,144
-401
-2% -$34.2K 0.59% 42
2023
Q2 		$2.28M Sell
25,545
-91
-0.4% -$8.62K 0.63% 40
2023
Q1 		$2.57M Sell
25,636
-617
-2% -$62.2K 0.76% 35
2022
Q4 		$2.28M Sell
26,253
-4,096
-13% -$392K 0.7% 39
2022
Q3 		$2.86M Buy
30,349
+1,068
+4% +$114K 0.88% 32
2022
Q2 		$2.76M Buy
29,281
+386
+1% +$42.8K 0.81% 34
2022
Q1 		$3.96M Buy
28,895
+971
+3% +$140K 0.94% 30
2021
Q4 		$4.33M Buy
27,924
+635
+2% +$103K 0.96% 29
2021
Q3 		$4.62M Sell
27,289
-78
-0.3% -$13.9K 1.13% 21
2021
Q2 		$4.81M Sell
27,367
-155
-0.6% -$27.9K 1.16% 21
2021
Q1 		$5.08M Sell
27,522
-662
-2% -$122K 1.28% 19
2020
Q4 		$5.11M Sell
28,184
-309
-1% -$44.4K 1.27% 19
2020
Q3 		$3.54M Buy
+28,493
New +$3.56M 0.94% 27

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

Berkshire Bank's DIS Position: Q2 2026 in Review

Berkshire Bank reduced its Walt Disney (DIS) stake by 3% in Q2 2026, selling an estimated $67.5K and leaving 21,387 shares worth $2.06M. The position accounts for 0.4% of the portfolio, ranked #53.

Berkshire Bank first reported a position in DIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.11M in Q4 2020. 1,423 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Berkshire Bank held 21,387 shares of Walt Disney worth $2.06M as of Q2 2026.
  • Berkshire Bank sold 662 Walt Disney shares in Q2 2026, an estimated $67.5K.
  • Walt Disney made up 0.4% of Berkshire Bank's portfolio in Q2 2026, its #53 holding.
  • Berkshire Bank first reported a position in Walt Disney in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's Walt Disney position peaked at $5.11M in Q4 2020.
  • 1,423 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.