FWTB
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First Western Trust Bank’s Walt Disney DIS Stock Holding History

First Western Trust 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
Q2 		$1.99M Sell
20,671
-1,376
-6% -$140K 0.1% 63
2026
Q1 		$2.12M Buy
22,047
+351
+2% +$37.1K 0.11% 62
2025
Q4 		$2.47M Sell
21,696
-2,464
-10% -$271K 0.12% 56
2025
Q3 		$2.77M Sell
24,160
-926
-4% -$109K 0.13% 53
2025
Q2 		$3.11M Sell
25,086
-496
-2% -$51.5K 0.14% 50
2025
Q1 		$2.52M Sell
25,582
-3,715
-13% -$399K 0.12% 54
2024
Q4 		$3.26M Buy
29,297
+875
+3% +$91.9K 0.15% 51
2024
Q3 		$2.73M Sell
28,422
-3,499
-11% -$322K 0.12% 57
2024
Q2 		$3.17M Sell
31,921
-4,430
-12% -$477K 0.15% 51
2024
Q1 		$4.45M Sell
36,351
-3,349
-8% -$350K 0.2% 44
2023
Q4 		$3.58M Sell
39,700
-3,311
-8% -$292K 0.18% 48
2023
Q3 		$3.49M Sell
43,011
-2,908
-6% -$248K 0.19% 51
2023
Q2 		$4.1M Sell
45,919
-2,227
-5% -$211K 0.2% 49
2023
Q1 		$4.82M Buy
48,146
+2,514
+6% +$253K 0.25% 42
2022
Q4 		$3.96M Buy
45,632
+1,548
+4% +$148K 0.23% 47
2022
Q3 		$4.16M Buy
44,084
+149
+0.3% +$15.9K 0.28% 43
2022
Q2 		$4.2M Sell
43,935
-4,613
-10% -$512K 0.28% 42
2022
Q1 		$6.84M Buy
+48,548
New +$7.02M 0.35% 37

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
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
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
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

First Western Trust Bank's DIS Position: Q2 2026 in Review

First Western Trust Bank reduced its Walt Disney (DIS) stake by 6.2% in Q2 2026, selling an estimated $140K and leaving 20,671 shares worth $1.99M. The position accounts for 0.1% of the portfolio, ranked #63.

First Western Trust Bank first reported a position in DIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.84M in Q1 2022. 1,298 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • First Western Trust Bank held 20,671 shares of Walt Disney worth $1.99M as of Q2 2026.
  • First Western Trust Bank sold 1,376 Walt Disney shares in Q2 2026, an estimated $140K.
  • Walt Disney made up 0.1% of First Western Trust Bank's portfolio in Q2 2026, its #63 holding.
  • First Western Trust Bank first reported a position in Walt Disney in Q1 2022 and has held it in 18 quarters since.
  • First Western Trust Bank's Walt Disney position peaked at $6.84M in Q1 2022.
  • 1,298 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.