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Fiduciary Financial Group’s Walt Disney DIS Stock Holding History

Fiduciary Financial 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 		$458K Buy
4,755
+218
+5% +$22.2K 0.05% 214
2026
Q1 		$437K Buy
4,537
+280
+7% +$29.6K 0.06% 203
2025
Q4 		$484K Buy
4,257
+115
+3% +$12.7K 0.07% 164
2025
Q3 		$474K Buy
4,142
+60
+1% +$7.07K 0.07% 155
2025
Q2 		$504K Buy
4,082
+50
+1% +$5.2K 0.09% 137
2025
Q1 		$344K Buy
4,032
+1,255
+45% +$135K 0.07% 163
2024
Q4 		$302K Sell
2,777
-2,719
-49% -$286K 0.07% 190
2024
Q3 		$508K Buy
5,496
+66
+1% +$6.07K 0.12% 103
2024
Q2 		$535K Buy
+5,430
New +$585K 0.13% 97

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fiduciary Financial Group's DIS Position: Q2 2026 in Review

Fiduciary Financial Group increased its Walt Disney (DIS) stake by 4.8% in Q2 2026, buying an estimated $22.2K and bringing the position to 4,755 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #214.

Fiduciary Financial Group first reported a position in DIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $535K in Q2 2024. 1,364 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Fiduciary Financial Group held 4,755 shares of Walt Disney worth $458K as of Q2 2026.
  • Fiduciary Financial Group bought 218 Walt Disney shares in Q2 2026, an estimated $22.2K.
  • Walt Disney made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #214 holding.
  • Fiduciary Financial Group first reported a position in Walt Disney in Q2 2024 and has held it in 9 quarters since.
  • Fiduciary Financial Group's Walt Disney position peaked at $535K in Q2 2024.
  • 1,364 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.