Stonebridge Financial Group
DIS icon

Stonebridge Financial Group’s Walt Disney DIS Stock Holding History

Stonebridge 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
Q3 		$456K Sell
4,353
-516
-11% -$52.9K 0.06% 160
2026
Q2 		$472K Buy
+4,869
New +$496K 0.07% 178

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JP Morgan Chase
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
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Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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Stonebridge Financial Group's DIS Position: Q3 2026 in Review

Stonebridge Financial Group reduced its Walt Disney (DIS) stake by 11% in Q3 2026, selling an estimated $52.9K and leaving 4,353 shares worth $456K. The position accounts for 0.06% of the portfolio, ranked #160.

Stonebridge Financial Group first reported a position in DIS in Q2 2026 and has held it in 2 quarters since. The position peaked at $472K in Q2 2026. 2,631 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Stonebridge Financial Group held 4,353 shares of Walt Disney worth $456K as of Q3 2026.
  • Stonebridge Financial Group sold 516 Walt Disney shares in Q3 2026, an estimated $52.9K.
  • Walt Disney made up 0.06% of Stonebridge Financial Group's portfolio in Q3 2026, its #160 holding.
  • Stonebridge Financial Group first reported a position in Walt Disney in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's Walt Disney position peaked at $472K in Q2 2026.
  • 2,631 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.