CGC Financial Services
DIS icon

CGC Financial Services’s Walt Disney DIS Stock Holding History

CGC 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
Q3 		$13.5K Hold
129
– – ﹤0.01% 202
2026
Q2 		$12.4K Hold
129
– – ﹤0.01% 213
2026
Q1 		$12.4K Buy
129
+1
+0.8% +$106 ﹤0.01% 204
2025
Q4 		$14.6K Hold
128
– – ﹤0.01% 202
2025
Q3 		$14.7K Hold
128
– – ﹤0.01% 199
2025
Q2 		$15.9K Hold
128
– – 0.01% 185
2025
Q1 		$12.7K Sell
128
-6
-4% -$645 0.01% 185
2024
Q4 		$14.9K Hold
134
– – 0.01% 180
2024
Q3 		$12.9K Hold
134
– – 0.01% 186
2024
Q2 		$13.3K Hold
134
– – 0.01% 183
2024
Q1 		$16.4K Sell
134
-33
-20% -$3.45K 0.01% 172
2023
Q4 		$15.1K Buy
167
+85
+104% +$7.49K 0.01% 191
2023
Q3 		$6.65K Sell
82
-15
-15% -$1.28K ﹤0.01% 193
2023
Q2 		$8.66K Buy
+97
New +$9.19K 0.01% 189

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

CGC Financial Services's DIS Position: Q3 2026 in Review

CGC Financial Services held its Walt Disney (DIS) position steady in Q3 2026 at 129 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

CGC Financial Services first reported a position in DIS in Q2 2023 and has held it in 14 quarters since. The position peaked at $16.4K in Q1 2024. 1,162 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • CGC Financial Services held 129 shares of Walt Disney worth $13.5K as of Q3 2026.
  • CGC Financial Services left its Walt Disney share count unchanged in Q3 2026.
  • Walt Disney made up ﹤0.01% of CGC Financial Services's portfolio in Q3 2026, its #202 holding.
  • CGC Financial Services first reported a position in Walt Disney in Q2 2023 and has held it in 14 quarters since.
  • CGC Financial Services's Walt Disney position peaked at $16.4K in Q1 2024.
  • 1,162 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.