Stifel Financial
DIS icon

Stifel Financial’s Walt Disney DIS Stock Holding History

Stifel Financial’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
2015
Q1 		– Sell
-200
Closed -$18K – 2325
2014
Q4 		$18K Hold
200
– – ﹤0.01% 2267
2014
Q3 		$18K Hold
200
– – ﹤0.01% 2186
2014
Q2 		$17K Buy
+200
New +$16.3K ﹤0.01% 2180

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

Stifel Financial's DIS Position: Q2 2026 in Review

Stifel Financial increased its Walt Disney (DIS) stake by 0.67% in Q2 2026, buying an estimated $663K and bringing the position to 978,493 shares worth $94.2M. The position accounts for 0.08% of the portfolio, ranked #247.

Stifel Financial first reported a position in DIS in Q1 2014 and has held it in 50 quarters since. The position peaked at $548M in Q1 2021. 2,934 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Stifel Financial held 978,493 shares of Walt Disney worth $94.2M as of Q2 2026.
  • Stifel Financial bought 6,499 Walt Disney shares in Q2 2026, an estimated $663K.
  • Walt Disney made up 0.08% of Stifel Financial's portfolio in Q2 2026, its #247 holding.
  • Stifel Financial first reported a position in Walt Disney in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's Walt Disney position peaked at $548M in Q1 2021.
  • 2,934 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.