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Shum Financial Group’s Walt Disney DIS Stock Holding History

Shum 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
Q2 		$433K Sell
4,499
-1,458
-24% -$149K 0.26% 80
2026
Q1 		$574K Sell
5,957
-165
-3% -$17.4K 0.41% 63
2025
Q4 		$697K Sell
6,122
-45
-0.7% -$4.96K 0.5% 52
2025
Q3 		$706K Buy
+6,167
New +$726K 0.53% 51
2025
Q1 		$693K Sell
7,023
-59
-0.8% -$6.34K 0.6% 53
2024
Q4 		$791K Sell
7,082
-304
-4% -$31.9K 0.68% 45
2024
Q3 		$714K Buy
+7,386
New +$680K 0.6% 61

Other funds holding DIS

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Shum Financial Group's DIS Position: Q2 2026 in Review

Shum Financial Group reduced its Walt Disney (DIS) stake by 24% in Q2 2026, selling an estimated $149K and leaving 4,499 shares worth $433K. The position accounts for 0.26% of the portfolio, ranked #80.

Shum Financial Group first reported a position in DIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $791K in Q4 2024. 1,762 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Shum Financial Group held 4,499 shares of Walt Disney worth $433K as of Q2 2026.
  • Shum Financial Group sold 1,458 Walt Disney shares in Q2 2026, an estimated $149K.
  • Walt Disney made up 0.26% of Shum Financial Group's portfolio in Q2 2026, its #80 holding.
  • Shum Financial Group first reported a position in Walt Disney in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Walt Disney position peaked at $791K in Q4 2024.
  • 1,762 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.