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Patriot Financial Group Insurance Agency’s Walt Disney DIS Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		$913K Sell
9,429
-41,247
-81% -$4.21M 0.09% 239
2026
Q1 		$4.88M Buy
50,676
+34,753
+218% +$3.67M 0.28% 100
2025
Q4 		$1.81M Buy
15,923
+4,758
+43% +$524K 0.22% 125
2025
Q3 		$1.28M Sell
11,165
-14,660
-57% -$1.73M 0.16% 161
2025
Q2 		$3.2M Buy
25,825
+1,644
+7% +$171K 0.37% 64
2025
Q1 		$2.39M Buy
24,181
+6,640
+38% +$714K 0.32% 76
2024
Q4 		$1.95M Sell
17,541
-2,528
-13% -$266K 0.26% 88
2024
Q3 		$1.93M Sell
20,069
-2,646
-12% -$243K 0.26% 94
2024
Q2 		$2.26M Sell
22,715
-45
-0.2% -$4.84K 0.33% 67
2024
Q1 		$2.78M Buy
22,760
+4,132
+22% +$432K 0.44% 47
2023
Q4 		$1.68M Buy
18,628
+810
+5% +$71.4K 0.32% 69
2023
Q3 		$1.44M Buy
17,818
+740
+4% +$63.2K 0.3% 78
2023
Q2 		$1.52M Buy
17,078
+1,325
+8% +$126K 0.29% 77
2023
Q1 		$1.58M Sell
15,753
-97
-0.6% -$9.78K 0.32% 71
2022
Q4 		$1.38M Buy
15,850
+1,329
+9% +$127K 0.19% 72
2022
Q3 		$1.37M Buy
14,521
+2,005
+16% +$215K 0.33% 69
2022
Q2 		$11.2M Sell
12,516
-387
-3% -$43K 2.27% 3
2022
Q1 		$1.77M Sell
12,903
-1,356
-10% -$196K 0.32% 65
2021
Q4 		$2.21M Sell
14,259
-358
-2% -$57.8K 0.37% 47
2021
Q3 		$2.47M Buy
14,617
+469
+3% +$83.6K 0.44% 37
2021
Q2 		$2.49M Buy
14,148
+440
+3% +$79.1K 0.45% 33
2021
Q1 		$2.53M Sell
13,708
-2,107
-13% -$389K 0.58% 20
2020
Q4 		$2.87M Buy
15,815
+3,847
+32% +$552K 0.72% 17
2020
Q3 		$1.49M Sell
11,968
-582
-5% -$72.7K 0.48% 37
2020
Q2 		$1.4M Buy
12,550
+304
+2% +$33.6K 0.54% 38
2020
Q1 		$1.18M Buy
12,246
+1,314
+12% +$166K 0.54% 34
2019
Q4 		$1.58M Buy
10,932
+142
+1% +$19.8K 0.59% 29
2019
Q3 		$1.41M Sell
10,790
-3,884
-26% -$537K 0.63% 26
2019
Q2 		$2.09M Buy
14,674
+2,027
+16% +$269K 0.9% 17
2019
Q1 		$1.4M Buy
12,647
+2,893
+30% +$323K 0.72% 23
2018
Q4 		$1.07M Buy
9,754
+3,557
+57% +$404K 0.7% 23
2018
Q3 		$725K Buy
6,197
+857
+16% +$95.4K 0.43% 32
2018
Q2 		$560K Sell
5,340
-1,703
-24% -$174K 0.6% 31
2018
Q1 		$695K Buy
7,043
+701
+11% +$74.5K 0.51% 42
2017
Q4 		$699K Buy
6,342
+3,690
+139% +$380K 0.52% 36
2017
Q3 		$264K Sell
2,652
-29
-1% -$2.98K 0.24% 83
2017
Q2 		$278K Buy
2,681
+471
+21% +$51.6K 0.29% 67
2017
Q1 		$250K Buy
2,210
+126
+6% +$13.9K 0.26% 66
2016
Q4 		$224K Buy
+2,084
New +$203K 0.31% 62

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DIS Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Walt Disney (DIS) stake by 81% in Q2 2026, selling an estimated $4.21M and leaving 9,429 shares worth $913K. The position accounts for 0.09% of the portfolio, ranked #239.

Patriot Financial Group Insurance Agency first reported a position in DIS in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.2M in Q2 2022. 1,534 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 9,429 shares of Walt Disney worth $913K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 41,247 Walt Disney shares in Q2 2026, an estimated $4.21M.
  • Walt Disney made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #239 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Walt Disney in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Walt Disney position peaked at $11.2M in Q2 2022.
  • 1,534 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.