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Community Financial Services Group’s Walt Disney DIS Stock Holding History

Community Financial Services 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 		$50.5K Hold
528
– – 0.01% 234
2026
Q1 		$51K Buy
+528
New +$55.8K 0.01% 190
2025
Q1 		– Sell
-3,459
Closed -$385K – 102
2024
Q4 		$385K Sell
3,459
-3,649
-51% -$383K 0.08% 92
2024
Q3 		$684K Sell
7,108
-2,042
-22% -$188K 0.14% 83
2024
Q2 		$909K Sell
9,150
-2,586
-22% -$278K 0.2% 78
2024
Q1 		$1.44M Buy
+11,736
New +$1.23M 0.33% 74
2023
Q3 		$4.72M Buy
+58,203
New +$4.97M 1.19% 25
2021
Q4 		$8.25M Buy
53,264
+1,197
+2% +$193K 2.07% 16
2021
Q3 		$8.81M Sell
52,067
-605
-1% -$108K 2.4% 14
2021
Q2 		$9.26M Buy
52,672
+35
+0.1% +$6.29K 2.58% 14
2021
Q1 		$9.71M Sell
52,637
-860
-2% -$159K 2.88% 13
2020
Q4 		$9.69M Buy
53,497
+900
+2% +$129K 3.05% 9
2020
Q3 		$6.53M Buy
52,597
+236
+0.5% +$29.5K 2.41% 16
2020
Q2 		$5.84M Sell
52,361
-5,097
-9% -$563K 2.22% 15
2020
Q1 		$5.55M Buy
+57,458
New +$7.26M 1.89% 23
2015
Q4 		– Sell
-254
Closed -$26K – 109
2015
Q3 		$26K Hold
254
– – 0.01% 162
2015
Q2 		$29K Sell
254
-63
-20% -$6.92K 0.01% 166
2015
Q1 		$33K Sell
317
-137
-30% -$13.8K 0.02% 160
2014
Q4 		$43K Buy
454
+54
+14% +$4.87K 0.02% 141
2014
Q3 		$36K Sell
400
-280
-41% -$24.7K 0.02% 140
2014
Q2 		$58K Sell
680
-23
-3% -$1.88K 0.03% 108
2014
Q1 		$56K Buy
+703
New +$54.5K 0.03% 109
2013
Q4 		– Sell
-980
Closed -$63K – 101
2013
Q3 		$63K Buy
980
+300
+44% +$19.2K 0.04% 97
2013
Q2 		$43K Buy
+680
New +$43K 0.03% 112

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Community Financial Services Group's DIS Position: Q2 2026 in Review

Community Financial Services Group held its Walt Disney (DIS) position steady in Q2 2026 at 528 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #234.

Community Financial Services Group first reported a position in DIS in Q2 2013 and has held it in 24 quarters since. The position peaked at $9.71M in Q1 2021. 674 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Community Financial Services Group held 528 shares of Walt Disney worth $50.5K as of Q2 2026.
  • Community Financial Services Group left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #234 holding.
  • Community Financial Services Group first reported a position in Walt Disney in Q2 2013 and has held it in 24 quarters since.
  • Community Financial Services Group's Walt Disney position peaked at $9.71M in Q1 2021.
  • 674 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.