Global Financial Private Client
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Global Financial Private Client’s Walt Disney DIS Stock Holding History

Global Financial Private Client’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 		$500K Sell
4,765
-51
-1% -$5.23K 0.14% 161
2026
Q2 		$464K Sell
4,816
-529
-10% -$53.9K 0.13% 174
2026
Q1 		$515K Buy
5,345
+26
+0.5% +$2.75K 0.17% 149
2025
Q4 		$605K Sell
5,319
-782
-13% -$86.1K 0.21% 129
2025
Q3 		$699K Sell
6,101
-242
-4% -$28.5K 0.25% 113
2025
Q2 		$787K Sell
6,343
-12,099
-66% -$1.26M 0.3% 95
2025
Q1 		$1.82M Sell
18,442
-161
-0.9% -$17.3K 0.7% 28
2024
Q4 		$2.07M Buy
18,603
+1,219
+7% +$128K 0.78% 23
2024
Q3 		$1.67M Buy
17,384
+3,873
+29% +$356K 0.65% 32
2024
Q2 		$1.34M Buy
13,511
+8,003
+145% +$862K 0.56% 49
2024
Q1 		$669K Hold
5,508
– – 0.29% 97
2023
Q4 		$497K Sell
5,508
-52
-0.9% -$4.58K 0.23% 112
2023
Q3 		$454K Sell
5,560
-176
-3% -$15K 0.23% 99
2023
Q2 		$519K Sell
5,736
-27
-0.5% -$2.56K 0.26% 93
2023
Q1 		$575K Sell
5,763
-5
-0.1% -$504 0.3% 83
2022
Q4 		$501K Sell
5,768
-4,848
-46% -$464K 0.28% 86
2022
Q3 		$1.03M Sell
10,616
-168
-2% -$18K 0.59% 41
2022
Q2 		$1.04M Buy
10,784
+1,134
+12% +$126K 0.59% 39
2022
Q1 		$1.32M Buy
9,650
+402
+4% +$58.1K 0.64% 35
2021
Q4 		$1.43M Buy
9,248
+58
+0.6% +$9.37K 0.69% 34
2021
Q3 		$1.62M Buy
9,190
+793
+9% +$141K 0.83% 27
2021
Q2 		$1.49M Buy
8,397
+739
+10% +$133K 0.83% 25
2021
Q1 		$1.45M Sell
7,658
-18
-0.2% -$3.32K 1.04% 22
2020
Q4 		$1.39M Buy
7,676
+341
+5% +$48.9K 1.1% 22
2020
Q3 		$905K Sell
7,335
-312
-4% -$39K 0.79% 28
2020
Q2 		$864K Sell
7,647
-27
-0.4% -$2.98K 0.75% 28
2020
Q1 		$728K Buy
7,674
+1,237
+19% +$156K 0.77% 23
2019
Q4 		$931K Buy
+6,437
New +$898K 0.78% 26

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Global Financial Private Client's DIS Position: Q3 2026 in Review

Global Financial Private Client reduced its Walt Disney (DIS) stake by 1.1% in Q3 2026, selling an estimated $5.23K and leaving 4,765 shares worth $500K. The position accounts for 0.14% of the portfolio, ranked #161.

Global Financial Private Client first reported a position in DIS in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.07M in Q4 2024. 1,915 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Global Financial Private Client held 4,765 shares of Walt Disney worth $500K as of Q3 2026.
  • Global Financial Private Client sold 51 Walt Disney shares in Q3 2026, an estimated $5.23K.
  • Walt Disney made up 0.14% of Global Financial Private Client's portfolio in Q3 2026, its #161 holding.
  • Global Financial Private Client first reported a position in Walt Disney in Q4 2019 and has held it in 28 quarters since.
  • Global Financial Private Client's Walt Disney position peaked at $2.07M in Q4 2024.
  • 1,915 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.