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Richardson Financial Services’s Walt Disney DIS Stock Holding History

Richardson Financial Services’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 		$57.3K Buy
595
+62
+12% +$6.32K 0.03% 298
2026
Q1 		$51.4K Sell
533
-701
-57% -$74.1K 0.03% 296
2025
Q4 		$140K Buy
1,234
+56
+5% +$6.17K 0.05% 193
2025
Q3 		$135K Buy
1,178
+149
+14% +$17.5K 0.08% 184
2025
Q2 		$127K Sell
1,029
-5,388
-84% -$560K 0.09% 186
2025
Q1 		$633K Buy
6,417
+71
+1% +$7.63K 0.48% 56
2024
Q4 		$703K Sell
6,346
-135
-2% -$14.2K 0.49% 52
2024
Q3 		$643K Hold
6,481
– – 0.41% 60
2024
Q2 		$643K Sell
6,481
-838
-11% -$90.2K 0.46% 54
2024
Q1 		$896K Buy
7,319
+1,220
+20% +$127K 0.63% 45
2023
Q4 		$551K Buy
+6,099
New +$538K 0.48% 62

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Richardson Financial Services's DIS Position: Q2 2026 in Review

Richardson Financial Services increased its Walt Disney (DIS) stake by 12% in Q2 2026, buying an estimated $6.32K and bringing the position to 595 shares worth $57.3K. The position accounts for 0.03% of the portfolio, ranked #298.

Richardson Financial Services first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $896K in Q1 2024. 2,316 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Richardson Financial Services held 595 shares of Walt Disney worth $57.3K as of Q2 2026.
  • Richardson Financial Services bought 62 Walt Disney shares in Q2 2026, an estimated $6.32K.
  • Walt Disney made up 0.03% of Richardson Financial Services's portfolio in Q2 2026, its #298 holding.
  • Richardson Financial Services first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Walt Disney position peaked at $896K in Q1 2024.
  • 2,316 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.