Park Square Financial Group’s Walt Disney DIS Stock Holding History

Park Square 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 Q3	$3.88K	Sell	37 -17	-31%	-$1.74K	0.04%	128
2026 Q2	$5.2K	Sell	54 -12	-18%	-$1.22K	0.05%	124
2026 Q1	$6.36K	Sell	66 -82	-55%	-$8.67K	0.05%	136
2025 Q4	$16.5K	Buy	148 +6	+4%	+$661	0.1%	104
2025 Q3	$16.3K	Sell	142 -860	-86%	-$101K	0.07%	115
2025 Q2	$124K	Sell	1,002 -6	-0.6%	-$623	0.09%	168
2025 Q1	$99.5K	Buy	1,008 +66	+7%	+$7.09K	0.08%	177
2024 Q4	$105K	Buy	+942	New	+$99K	0.07%	170

Other funds holding DIS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Park Square Financial Group's DIS Position: Q3 2026 in Review

Park Square Financial Group reduced its Walt Disney (DIS) stake by 31% in Q3 2026, selling an estimated $1.74K and leaving 37 shares worth $3.88K. The position accounts for 0.04% of the portfolio, ranked #128.

Park Square Financial Group first reported a position in DIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $124K in Q2 2025. 2,335 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Park Square Financial Group held 37 shares of Walt Disney worth $3.88K as of Q3 2026.
Park Square Financial Group sold 17 Walt Disney shares in Q3 2026, an estimated $1.74K.
Walt Disney made up 0.04% of Park Square Financial Group's portfolio in Q3 2026, its #128 holding.
Park Square Financial Group first reported a position in Walt Disney in Q4 2024 and has held it in 8 quarters since.
Park Square Financial Group's Walt Disney position peaked at $124K in Q2 2025.
2,335 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Park Square Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.