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RFP Financial Group’s Walt Disney DIS Stock Holding History

RFP 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
Q1 		– Sell
-3,135
Closed -$349K – 126
2024
Q4 		$349K Sell
3,135
-3,577
-53% -$376K 0.14% 73
2024
Q3 		$646K Buy
6,712
+1,956
+41% +$180K 0.21% 57
2024
Q2 		$472K Sell
4,756
-347
-7% -$37.4K 0.17% 69
2024
Q1 		$624K Sell
5,103
-128
-2% -$13.4K 0.24% 54
2023
Q4 		$472K Buy
5,231
+92
+2% +$8.11K 0.19% 62
2023
Q3 		$416K Buy
5,139
+245
+5% +$20.9K 0.18% 62
2023
Q2 		$437K Buy
4,894
+4,416
+924% +$418K 0.18% 63
2023
Q1 		$47.9K Sell
478
-4,372
-90% -$441K 0.06% 113
2022
Q4 		$421K Buy
+4,850
New +$464K 0.19% 60

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

RFP Financial Group's DIS Position: Q1 2025 in Review

RFP Financial Group sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 3,135 shares — an estimated $349K sold.

RFP Financial Group first reported a position in DIS in Q4 2022 and held it in 9 quarters. The position peaked at $646K in Q3 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • RFP Financial Group reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • RFP Financial Group sold 3,135 Walt Disney shares in Q1 2025, an estimated $349K.
  • RFP Financial Group first reported a position in Walt Disney in Q4 2022 and held it in 9 quarters.
  • RFP Financial Group's Walt Disney position peaked at $646K in Q3 2024.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on RFP Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.