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Sumitomo Mitsui Financial Group’s Walt Disney DIS Stock Holding History

Sumitomo Mitsui 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
2025
Q3 		– Sell
-1,500
Closed -$33.7K – 199
2025
Q2 		$33.7K Buy
+1,500
New +$156K ﹤0.01% 199
2025
Q1 		– Sell
-1,500
Closed -$3.22K – 192
2024
Q4 		$3.22K Buy
+1,500
New +$158K ﹤0.01% 159

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sumitomo Mitsui Financial Group's DIS Position: Q2 2025 in Review

Sumitomo Mitsui Financial Group sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 2,400 shares — an estimated $249K sold.

Sumitomo Mitsui Financial Group first reported a position in DIS in Q1 2017 and held it in 27 quarters. The position peaked at $1.98M in Q3 2021. 3,202 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Sumitomo Mitsui Financial Group reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 2,400 Walt Disney shares in Q2 2025, an estimated $249K.
  • Sumitomo Mitsui Financial Group first reported a position in Walt Disney in Q1 2017 and held it in 27 quarters.
  • Sumitomo Mitsui Financial Group's Walt Disney position peaked at $1.98M in Q3 2021.
  • 3,202 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.