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Founders Financial Alliance’s Walt Disney DIS Stock Holding History

Founders Financial Alliance’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 		$664K Buy
6,891
+53
+0.8% +$5.6K 0.12% 171
2025
Q4 		$778K Sell
6,838
-270
-4% -$29.7K 0.15% 138
2025
Q3 		$814K Sell
7,108
-60
-0.8% -$7.07K 0.15% 136
2025
Q2 		$889K Sell
7,168
-493
-6% -$51.2K 0.2% 109
2025
Q1 		$756K Buy
7,661
+289
+4% +$31.1K 0.18% 116
2024
Q4 		$821K Buy
7,372
+144
+2% +$15.1K 0.23% 96
2024
Q3 		$695K Sell
7,228
-24
-0.3% -$2.21K 0.19% 108
2024
Q2 		$720K Sell
7,252
-24
-0.3% -$2.58K 0.21% 101
2024
Q1 		$890K Sell
7,276
-904
-11% -$94.4K 0.27% 86
2023
Q4 		$739K Sell
8,180
-40
-0.5% -$3.53K 0.29% 80
2023
Q3 		$666K Sell
8,220
-702
-8% -$60K 0.29% 80
2023
Q2 		$797K Sell
8,922
-2,164
-20% -$205K 0.31% 78
2023
Q1 		$1.11M Sell
11,086
-95
-0.8% -$9.58K 0.56% 43
2022
Q4 		$971K Sell
11,181
-2,462
-18% -$235K 0.45% 57
2022
Q3 		$1.29M Buy
13,643
+625
+5% +$66.9K 0.66% 36
2022
Q2 		$1.23M Sell
13,018
-2,495
-16% -$277K 0.62% 38
2022
Q1 		$2.13M Sell
15,513
-1,815
-10% -$262K 0.95% 22
2021
Q4 		$2.68M Buy
17,328
+87
+0.5% +$14.1K 1.08% 12
2021
Q3 		$2.92M Sell
17,241
-565
-3% -$101K 1.36% 10
2021
Q2 		$3.14M Buy
17,806
+263
+1% +$47.3K 1.43% 9
2021
Q1 		$3.2M Buy
17,543
+1,960
+13% +$361K 1.58% 9
2020
Q4 		$2.83M Buy
15,583
+1,624
+12% +$233K 1.6% 9
2020
Q3 		$1.73M Buy
+13,959
New +$1.74M 1.04% 17

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Founders Financial Alliance's DIS Position: Q1 2026 in Review

Founders Financial Alliance increased its Walt Disney (DIS) stake by 0.78% in Q1 2026, buying an estimated $5.6K and bringing the position to 6,891 shares worth $664K. The position accounts for 0.12% of the portfolio, ranked #171.

Founders Financial Alliance first reported a position in DIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.2M in Q1 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Founders Financial Alliance held 6,891 shares of Walt Disney worth $664K as of Q1 2026.
  • Founders Financial Alliance bought 53 Walt Disney shares in Q1 2026, an estimated $5.6K.
  • Walt Disney made up 0.12% of Founders Financial Alliance's portfolio in Q1 2026, its #171 holding.
  • Founders Financial Alliance first reported a position in Walt Disney in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's Walt Disney position peaked at $3.2M in Q1 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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