CFGW
DIS icon

Chancellor Financial Group WB’s Walt Disney DIS Stock Holding History

Chancellor Financial Group WB’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
Q1 		$714K Buy
7,404
+1
+0% +$106 0.51% 44
2025
Q4 		$842K Sell
7,403
-661
-8% -$72.8K 0.57% 36
2025
Q3 		$923K Buy
8,064
+40
+0.5% +$4.71K 0.65% 35
2025
Q2 		$995K Sell
8,024
-170
-2% -$17.7K 0.77% 31
2025
Q1 		$809K Buy
8,194
+425
+5% +$45.7K 0.67% 35
2024
Q4 		$865K Buy
+7,769
New +$816K 0.7% 27

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chancellor Financial Group WB's DIS Position: Q1 2026 in Review

Chancellor Financial Group WB increased its Walt Disney (DIS) stake by 0.01% in Q1 2026, buying an estimated $106 and bringing the position to 7,404 shares worth $714K. The position accounts for 0.51% of the portfolio, ranked #44.

Chancellor Financial Group WB first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $995K in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Chancellor Financial Group WB held 7,404 shares of Walt Disney worth $714K as of Q1 2026.
  • Chancellor Financial Group WB bought 1 Walt Disney share in Q1 2026, an estimated $106.
  • Walt Disney made up 0.51% of Chancellor Financial Group WB's portfolio in Q1 2026, its #44 holding.
  • Chancellor Financial Group WB first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Chancellor Financial Group WB's Walt Disney position peaked at $995K in Q2 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.