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Jefferies Financial Group’s Walt Disney DIS Stock Holding History

Jefferies 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
Q1 		$775K Sell
8,045
-353,631
-98% -$37.4M 0.01% 1025
2025
Q4 		$41.1M Buy
361,676
+119,130
+49% +$13.1M 0.21% 89
2025
Q3 		$27.8M Sell
242,546
-7,112
-3% -$838K 0.13% 114
2025
Q2 		$31M Buy
249,658
+204,454
+452% +$21.2M 0.26% 80
2025
Q1 		$4.46M Buy
45,204
+7,773
+21% +$835K 0.04% 325
2024
Q4 		$4.17M Sell
37,431
-22,083
-37% -$2.32M 0.02% 424
2024
Q3 		$5.72M Sell
59,514
-46,545
-44% -$4.28M 0.04% 287
2024
Q2 		$10.5M Sell
106,059
-218,165
-67% -$23.5M 0.11% 148
2024
Q1 		$39.7M Buy
324,224
+216,533
+201% +$22.6M 0.37% 36
2023
Q4 		$9.72M Buy
107,691
+78,098
+264% +$6.89M 0.06% 230
2023
Q3 		$2.4M Sell
29,593
-15,203
-34% -$1.3M 0.02% 567
2023
Q2 		$4M Buy
44,796
+10,615
+31% +$1.01M 0.04% 410
2023
Q1 		$3.42M Sell
34,181
-38,409
-53% -$3.87M 0.03% 479
2022
Q4 		$6.31M Buy
+72,590
New +$6.94M 0.04% 332

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

Jefferies Financial Group's DIS Position: Q1 2026 in Review

Jefferies Financial Group reduced its Walt Disney (DIS) stake by 98% in Q1 2026, selling an estimated $37.4M and leaving 8,045 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #1025.

Jefferies Financial Group first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $41.1M in Q4 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Jefferies Financial Group held 8,045 shares of Walt Disney worth $775K as of Q1 2026.
  • Jefferies Financial Group sold 353,631 Walt Disney shares in Q1 2026, an estimated $37.4M.
  • Walt Disney made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1025 holding.
  • Jefferies Financial Group first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Walt Disney position peaked at $41.1M in Q4 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.