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Security National Bank’s Walt Disney DIS Stock Holding History

Security National Bank’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 		$38.5K Sell
400
-25
-6% -$2.55K ﹤0.01% 262
2026
Q1 		$41K Buy
425
+25
+6% +$2.64K 0.01% 254
2025
Q4 		$45.5K Sell
400
-175
-30% -$19.3K 0.01% 241
2025
Q3 		$65.8K Sell
575
-1
-0.2% -$118 0.01% 221
2025
Q2 		$71.4K Hold
576
– – 0.01% 195
2025
Q1 		$56.9K Buy
576
+1
+0.2% +$107 0.01% 208
2024
Q4 		$64K Buy
575
+175
+44% +$18.4K 0.01% 193
2024
Q3 		$38.5K Hold
400
– – 0.01% 213
2024
Q2 		$39.7K Hold
400
– – 0.01% 208
2024
Q1 		$48.9K Sell
400
-145
-27% -$15.1K 0.01% 195
2023
Q4 		$49.2K Buy
+545
New +$48K 0.01% 196
2022
Q2 		– Sell
-52,716
Closed -$7.23M – 100
2022
Q1 		$7.23M Buy
52,716
+3,142
+6% +$454K 1.65% 26
2021
Q4 		$7.68M Buy
49,574
+749
+2% +$121K 1.74% 22
2021
Q3 		$8.26M Buy
48,825
+2,545
+5% +$454K 2.07% 14
2021
Q2 		$8.13M Buy
46,280
+961
+2% +$173K 2.14% 14
2021
Q1 		$8.36M Buy
45,319
+1,037
+2% +$191K 2.46% 9
2020
Q4 		$8.02M Sell
44,282
-806
-2% -$116K 2.55% 14
2020
Q3 		$5.59M Buy
45,088
+3,396
+8% +$424K 1.95% 25
2020
Q2 		$4.65M Buy
41,692
+6,880
+20% +$760K 1.92% 24
2020
Q1 		$3.36M Buy
34,812
+6,306
+22% +$797K 1.77% 25
2019
Q4 		$4.12M Buy
28,506
+2,907
+11% +$406K 1.84% 23
2019
Q3 		$3.34M Buy
25,599
+21,419
+512% +$2.96M 1.57% 25
2019
Q2 		$584K Sell
4,180
-350
-8% -$46.4K 0.29% 51
2019
Q1 		$503K Buy
4,530
+200
+5% +$22.4K 0.26% 51
2018
Q4 		$475K Buy
4,330
+205
+5% +$23.3K 0.3% 52
2018
Q3 		$482K Hold
4,125
– – 0.27% 52
2018
Q2 		$432K Sell
4,125
-52
-1% -$5.32K 0.27% 51
2018
Q1 		$419K Hold
4,177
– – 0.28% 52
2017
Q4 		$449K Sell
4,177
-64
-2% -$6.59K 0.29% 50
2017
Q3 		$418K Sell
4,241
-136
-3% -$14K 0.29% 51
2017
Q2 		$465K Hold
4,377
– – 0.34% 51
2017
Q1 		$497K Buy
+4,377
New +$482K 0.37% 51

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Security National Bank's DIS Position: Q2 2026 in Review

Security National Bank reduced its Walt Disney (DIS) stake by 5.9% in Q2 2026, selling an estimated $2.55K and leaving 400 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Security National Bank first reported a position in DIS in Q1 2017 and has held it in 32 quarters since. The position peaked at $8.36M in Q1 2021. 746 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Security National Bank held 400 shares of Walt Disney worth $38.5K as of Q2 2026.
  • Security National Bank sold 25 Walt Disney shares in Q2 2026, an estimated $2.55K.
  • Walt Disney made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #262 holding.
  • Security National Bank first reported a position in Walt Disney in Q1 2017 and has held it in 32 quarters since.
  • Security National Bank's Walt Disney position peaked at $8.36M in Q1 2021.
  • 746 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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