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BFC Planning, Inc.’s Walt Disney DIS Stock Holding History

BFC Planning, Inc.’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 		$1.18M Buy
12,298
+2,382
+24% +$243K 0.05% 358
2026
Q1 		$956K Sell
9,916
-11,179
-53% -$1.18M 0.04% 369
2025
Q4 		$2.4M Sell
21,095
-88,634
-81% -$9.8M 0.11% 186
2025
Q3 		$12.6M Sell
109,729
-2,517
-2% -$296K 0.91% 15
2025
Q2 		$13.9M Buy
112,246
+103,728
+1,218% +$10.8M 1.09% 10
2025
Q1 		$841K Sell
8,518
-151
-2% -$16.2K 0.07% 234
2024
Q4 		$966K Buy
+8,669
New +$911K 0.08% 210

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BFC Planning, Inc.'s DIS Position: Q2 2026 in Review

BFC Planning, Inc. increased its Walt Disney (DIS) stake by 24% in Q2 2026, buying an estimated $243K and bringing the position to 12,298 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #358.

BFC Planning, Inc. first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.9M in Q2 2025. 2,963 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • BFC Planning, Inc. held 12,298 shares of Walt Disney worth $1.18M as of Q2 2026.
  • BFC Planning, Inc. bought 2,382 Walt Disney shares in Q2 2026, an estimated $243K.
  • Walt Disney made up 0.05% of BFC Planning, Inc.'s portfolio in Q2 2026, its #358 holding.
  • BFC Planning, Inc. first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Walt Disney position peaked at $13.9M in Q2 2025.
  • 2,963 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.