BFG
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Birch Financial Group increased its Walt Disney (DIS) stake by 2% in Q2 2026, buying an estimated $6.63K and bringing the position to 3,330 shares worth $321K. The position accounts for 0.16% of the portfolio, ranked #104.

Birch Financial Group first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $369K in Q3 2025. 1,878 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Birch Financial Group held 3,330 shares of Walt Disney worth $321K as of Q2 2026.
  • Birch Financial Group bought 65 Walt Disney shares in Q2 2026, an estimated $6.63K.
  • Walt Disney made up 0.16% of Birch Financial Group's portfolio in Q2 2026, its #104 holding.
  • Birch Financial Group first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Walt Disney position peaked at $369K in Q3 2025.
  • 1,878 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.