Birch Financial Group’s Walt Disney DIS Stock Holding History

Birch 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 Q3	$350K	Buy	3,339 +9	+0.3%	+$922	0.16%	88
2026 Q2	$321K	Buy	3,330 +65	+2%	+$6.63K	0.16%	104
2026 Q1	$315K	Buy	3,265 +64	+2%	+$6.76K	0.18%	98
2025 Q4	$364K	Sell	3,201 -21	-0.7%	-$2.31K	0.21%	90
2025 Q3	$369K	Buy	3,222 +1,100	+52%	+$130K	0.22%	82
2025 Q2	$263K	Sell	2,122 -2	-0.1%	-$208	0.21%	88
2025 Q1	$210K	Buy	2,124 +263	+14%	+$28.3K	0.19%	101
2024 Q4	$207K	Buy	+1,861	New	+$195K	0.23%	81

Other funds holding DIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Birch Financial Group's DIS Position: Q3 2026 in Review

Birch Financial Group increased its Walt Disney (DIS) stake by 0.27% in Q3 2026, buying an estimated $922 and bringing the position to 3,339 shares worth $350K. The position accounts for 0.16% of the portfolio, ranked #88.

Birch Financial Group first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $369K in Q3 2025. 1,915 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Birch Financial Group held 3,339 shares of Walt Disney worth $350K as of Q3 2026.
Birch Financial Group bought 9 Walt Disney shares in Q3 2026, an estimated $922.
Walt Disney made up 0.16% of Birch Financial Group's portfolio in Q3 2026, its #88 holding.
Birch Financial Group first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
Birch Financial Group's Walt Disney position peaked at $369K in Q3 2025.
1,915 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.