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Pinnacle Financial Group’s Walt Disney DIS Stock Holding History

Pinnacle 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
Q2 		– Sell
-2,276
Closed -$225K – 104
2025
Q1 		$225K Buy
+2,276
New +$245K 0.08% 84
2022
Q1 		– Sell
-1,421
Closed -$220K – 67
2021
Q4 		$220K Buy
+1,421
New +$229K 0.17% 62

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pinnacle Financial Group's DIS Position: Q2 2025 in Review

Pinnacle Financial Group sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 2,276 shares — an estimated $225K sold.

Pinnacle Financial Group first reported a position in DIS in Q4 2021 and held it in 2 quarters. The position peaked at $225K in Q1 2025. 3,202 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Pinnacle Financial Group reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Financial Group sold 2,276 Walt Disney shares in Q2 2025, an estimated $225K.
  • Pinnacle Financial Group first reported a position in Walt Disney in Q4 2021 and held it in 2 quarters.
  • Pinnacle Financial Group's Walt Disney position peaked at $225K in Q1 2025.
  • 3,202 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Pinnacle Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.