Putney Financial Group
DIS icon

Putney Financial Group’s Walt Disney DIS Stock Holding History

Putney 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 		$33.7K Buy
+321
New +$32.9K 0.03% 163
2025
Q3 		– Sell
-2,839
Closed -$352K – 130
2025
Q2 		$352K Sell
2,839
-715
-20% -$74.3K 0.36% 45
2025
Q1 		$351K Sell
3,554
-278
-7% -$29.9K 0.37% 45
2024
Q4 		$427K Buy
+3,832
New +$403K 0.38% 39

Other funds holding DIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Putney Financial Group's DIS Position: Q3 2026 in Review

Putney Financial Group opened a new position in Walt Disney (DIS) in Q3 2026: 321 shares worth $33.7K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings. This is a return to the name: Putney Financial Group previously reported a position in DIS as recently as Q2 2025.

Putney Financial Group first reported a position in DIS in Q4 2024 and has held it in 4 quarters since. The position peaked at $427K in Q4 2024. 2,335 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Putney Financial Group held 321 shares of Walt Disney worth $33.7K as of Q3 2026.
  • Walt Disney was a new Putney Financial Group position in Q3 2026.
  • Walt Disney made up 0.03% of Putney Financial Group's portfolio in Q3 2026, its #163 holding.
  • Putney Financial Group first reported a position in Walt Disney in Q4 2024 and has held it in 4 quarters since.
  • Putney Financial Group's Walt Disney position peaked at $427K in Q4 2024.
  • 2,335 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Putney Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.