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
2025 Q4	–	Sell	-34,500	Closed	-$3.95M	–	1909
2025 Q3	$3.95M	Buy	+34,500	New	+$4.06M	0.02%	439
2025 Q1	–	Sell	-10,000	Closed	-$1.11M	–	1695
2024 Q4	$1.11M	Sell	10,000 -124,600	-93%	-$13.1M	0.01%	848
2024 Q3	$12.9M	Buy	134,600 +124,600	+1,246%	+$11.5M	0.09%	138
2024 Q2	$993K	Sell	10,000 -2,837,700	-100%	-$305M	0.01%	748
2024 Q1	$348M	Buy	2,847,700 +2,012,000	+241%	+$210M	3.22%	4
2023 Q4	$75.5M	Buy	835,700 +788,200	+1,659%	+$69.5M	0.49%	31
2023 Q3	$3.85M	Buy	47,500 +15,700	+49%	+$1.34M	0.03%	416
2023 Q2	$2.84M	Buy	31,800 +6,800	+27%	+$644K	0.03%	541
2023 Q1	$2.5M	Buy	25,000 +200	+0.8%	+$20.2K	0.02%	583
2022 Q4	$2.15M	Buy	+24,800	New	+$2.37M	0.01%	630

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jefferies Financial Group's DIS Position: Q2 2026 in Review

Jefferies Financial Group increased its Walt Disney (DIS) stake by 300% in Q2 2026, buying an estimated $2.46M and bringing the position to 32,175 shares worth $3.1M. The position accounts for 0.02% of the portfolio, ranked #532.

Jefferies Financial Group first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $41.1M in Q4 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Jefferies Financial Group held 32,175 shares of Walt Disney worth $3.1M as of Q2 2026.
Jefferies Financial Group bought 24,130 Walt Disney shares in Q2 2026, an estimated $2.46M.
Walt Disney made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #532 holding.
Jefferies Financial Group first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's Walt Disney position peaked at $41.1M in Q4 2025.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.