PSF
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Pacific Sun Financial’s Walt Disney DIS Stock Holding History

Pacific Sun Financial’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 		$316K Sell
3,277
-783
-19% -$82.8K 0.15% 160
2025
Q4 		$465K Sell
4,060
-743
-15% -$81.8K 0.22% 121
2025
Q3 		$550K Sell
4,803
-130
-3% -$15.3K 0.27% 111
2025
Q2 		$612K Sell
4,933
-395
-7% -$41K 0.32% 92
2025
Q1 		$526K Sell
5,328
-494
-8% -$53.1K 0.3% 103
2024
Q4 		$648K Sell
5,822
-200
-3% -$21K 0.35% 85
2024
Q3 		$579K Sell
6,022
-230
-4% -$21.2K 0.32% 97
2024
Q2 		$621K Sell
6,252
-458
-7% -$49.3K 0.37% 84
2024
Q1 		$821K Sell
6,710
-42
-0.6% -$4.39K 0.48% 63
2023
Q4 		$610K Buy
6,752
+93
+1% +$8.2K 0.39% 82
2023
Q3 		$540K Buy
6,659
+282
+4% +$24.1K 0.37% 87
2023
Q2 		$639K Buy
+6,377
New +$604K 0.43% 73
2022
Q4 		$549K Buy
6,317
+297
+5% +$28.4K 0.39% 79
2022
Q3 		$568K Buy
6,020
+377
+7% +$40.3K 0.4% 79
2022
Q2 		$533K Buy
5,643
+375
+7% +$41.6K 0.35% 90
2022
Q1 		$723K Buy
5,268
+399
+8% +$57.7K 0.4% 80
2021
Q4 		$754K Buy
4,869
+853
+21% +$138K 0.4% 79
2021
Q3 		$679K Buy
+4,016
New +$716K 0.39% 78
2020
Q3 		$319K Buy
2,572
+30
+1% +$3.75K 0.27% 108
2020
Q2 		$283K Buy
2,542
+320
+14% +$35.3K 0.26% 114
2020
Q1 		$215K Buy
+2,222
New +$281K 0.25% 118
2018
Q1 		– Sell
-2,875
Closed -$309K – 141
2017
Q4 		$309K Buy
+2,875
New +$296K 0.17% 108

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

Pacific Sun Financial's DIS Position: Q1 2026 in Review

Pacific Sun Financial reduced its Walt Disney (DIS) stake by 19% in Q1 2026, selling an estimated $82.8K and leaving 3,277 shares worth $316K. The position accounts for 0.15% of the portfolio, ranked #160.

Pacific Sun Financial first reported a position in DIS in Q4 2017 and has held it in 22 quarters since. The position peaked at $821K in Q1 2024. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Pacific Sun Financial held 3,277 shares of Walt Disney worth $316K as of Q1 2026.
  • Pacific Sun Financial sold 783 Walt Disney shares in Q1 2026, an estimated $82.8K.
  • Walt Disney made up 0.15% of Pacific Sun Financial's portfolio in Q1 2026, its #160 holding.
  • Pacific Sun Financial first reported a position in Walt Disney in Q4 2017 and has held it in 22 quarters since.
  • Pacific Sun Financial's Walt Disney position peaked at $821K in Q1 2024.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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