SFS
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Security Financial Services’s Walt Disney DIS Stock Holding History

Security 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 		$296K Buy
3,073
+98
+3% +$9.99K 0.04% 167
2026
Q1 		$287K Buy
2,975
+44
+2% +$4.65K 0.05% 161
2025
Q4 		$333K Sell
2,931
-608
-17% -$67K 0.05% 171
2025
Q3 		$405K Buy
3,539
+6
+0.2% +$707 0.07% 150
2025
Q2 		$438K Buy
3,533
+67
+2% +$6.96K 0.08% 123
2025
Q1 		$342K Sell
3,466
-1
-0% -$107 0.07% 132
2024
Q4 		$386K Buy
3,467
+16
+0.5% +$1.68K 0.08% 119
2024
Q3 		$332K Buy
3,451
+66
+2% +$6.07K 0.07% 121
2024
Q2 		$336K Sell
3,385
-188
-5% -$20.2K 0.07% 118
2024
Q1 		$437K Buy
3,573
+22
+0.6% +$2.3K 0.1% 113
2023
Q4 		$321K Sell
3,551
-669
-16% -$59K 0.08% 124
2023
Q3 		$342K Sell
4,220
-1,031
-20% -$88.1K 0.1% 119
2023
Q2 		$469K Buy
5,251
+317
+6% +$30K 0.13% 100
2023
Q1 		$494K Hold
4,934
– – 0.15% 94
2022
Q4 		$429K Buy
4,934
+784
+19% +$75K 0.13% 101
2022
Q3 		$391K Sell
4,150
-80
-2% -$8.56K 0.13% 104
2022
Q2 		$399K Sell
4,230
-33
-0.8% -$3.66K 0.13% 98
2022
Q1 		$585K Sell
4,263
-23
-0.5% -$3.33K 0.19% 78
2021
Q4 		$664K Buy
+4,286
New +$692K 0.22% 74

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Security Financial Services increased its Walt Disney (DIS) stake by 3.3% in Q2 2026, buying an estimated $9.99K and bringing the position to 3,073 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #167.

Security Financial Services first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $664K in Q4 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Security Financial Services held 3,073 shares of Walt Disney worth $296K as of Q2 2026.
  • Security Financial Services bought 98 Walt Disney shares in Q2 2026, an estimated $9.99K.
  • Walt Disney made up 0.04% of Security Financial Services's portfolio in Q2 2026, its #167 holding.
  • Security Financial Services first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Security Financial Services's Walt Disney position peaked at $664K in Q4 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.