EB
DIS icon

Exchange Bank’s Walt Disney DIS Stock Holding History

Exchange Bank’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 		$343K Sell
3,271
-15
-0.5% -$1.54K 0.21% 96
2026
Q2 		$316K Buy
3,286
+15
+0.5% +$1.53K 0.2% 101
2026
Q1 		$315K Sell
3,271
-127
-4% -$13.4K 0.22% 96
2025
Q4 		$387K Sell
3,398
-204
-6% -$22.5K 0.27% 91
2025
Q3 		$412K Buy
3,602
+20
+0.6% +$2.36K 0.29% 90
2025
Q2 		$444K Buy
3,582
+41
+1% +$4.26K 0.35% 79
2025
Q1 		$349K Sell
3,541
-45
-1% -$4.84K 0.28% 88
2024
Q4 		$399K Buy
3,586
+81
+2% +$8.51K 0.32% 83
2024
Q3 		$337K Hold
3,505
– – 0.28% 87
2024
Q2 		$348K Sell
3,505
-226
-6% -$24.3K 0.3% 79
2024
Q1 		$457K Sell
3,731
-342
-8% -$35.7K 0.38% 73
2023
Q4 		$368K Sell
4,073
-135
-3% -$11.9K 0.32% 76
2023
Q3 		$341K Buy
4,208
+270
+7% +$23.1K 0.33% 75
2023
Q2 		$352K Buy
+3,938
New +$373K 0.34% 74

Other funds holding DIS

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Exchange Bank's DIS Position: Q3 2026 in Review

Exchange Bank reduced its Walt Disney (DIS) stake by 0.46% in Q3 2026, selling an estimated $1.54K and leaving 3,271 shares worth $343K. The position accounts for 0.21% of the portfolio, ranked #96.

Exchange Bank first reported a position in DIS in Q2 2023 and has held it in 14 quarters since. The position peaked at $457K in Q1 2024. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Exchange Bank held 3,271 shares of Walt Disney worth $343K as of Q3 2026.
  • Exchange Bank sold 15 Walt Disney shares in Q3 2026, an estimated $1.54K.
  • Walt Disney made up 0.21% of Exchange Bank's portfolio in Q3 2026, its #96 holding.
  • Exchange Bank first reported a position in Walt Disney in Q2 2023 and has held it in 14 quarters since.
  • Exchange Bank's Walt Disney position peaked at $457K in Q1 2024.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Exchange Bank's 13F filing for Q3 2026, filed 7 Oct 2026.