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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Financial's DIS Position: Q1 2026 in Review

Stifel Financial reduced its Walt Disney (DIS) stake by 12% in Q1 2026, selling an estimated $13.5M and leaving 971,994 shares worth $93.7M. The position accounts for 0.09% of the portfolio, ranked #237.

Stifel Financial first reported a position in DIS in Q1 2014 and has held it in 49 quarters since. The position peaked at $548M in Q1 2021. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Stifel Financial held 971,994 shares of Walt Disney worth $93.7M as of Q1 2026.
  • Stifel Financial sold 128,086 Walt Disney shares in Q1 2026, an estimated $13.5M.
  • Walt Disney made up 0.09% of Stifel Financial's portfolio in Q1 2026, its #237 holding.
  • Stifel Financial first reported a position in Walt Disney in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Walt Disney position peaked at $548M in Q1 2021.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.