Convergence Financial’s Walt Disney DIS Stock Holding History

Convergence Financial’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	$470K	Buy	4,876 +1,665	+52%	+$176K	0.05%	151
2025 Q4	$365K	Buy	3,211 +102	+3%	+$11.2K	0.05%	147
2025 Q3	$356K	Sell	3,109 -945	-23%	-$111K	0.05%	148
2025 Q2	$503K	Sell	4,054 -239	-6%	-$24.8K	0.09%	111
2025 Q1	$424K	Sell	4,293 -1,547	-26%	-$166K	0.08%	114
2024 Q4	$650K	Sell	5,840 -130	-2%	-$13.7K	0.13%	78
2024 Q3	$574K	Sell	5,970 -1,202	-17%	-$111K	0.12%	85
2024 Q2	$712K	Buy	7,172 +4,908	+217%	+$528K	0.19%	70
2024 Q1	$277K	Buy	+2,264	New	+$236K	0.11%	44

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Convergence Financial's DIS Position: Q1 2026 in Review

Convergence Financial increased its Walt Disney (DIS) stake by 52% in Q1 2026, buying an estimated $176K and bringing the position to 4,876 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #151.

Convergence Financial first reported a position in DIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $712K in Q2 2024. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Convergence Financial held 4,876 shares of Walt Disney worth $470K as of Q1 2026.
Convergence Financial bought 1,665 Walt Disney shares in Q1 2026, an estimated $176K.
Walt Disney made up 0.05% of Convergence Financial's portfolio in Q1 2026, its #151 holding.
Convergence Financial first reported a position in Walt Disney in Q1 2024 and has held it in 9 quarters since.
Convergence Financial's Walt Disney position peaked at $712K in Q2 2024.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.