SYM Financial Corp
DIS icon

SYM Financial Corp’s Walt Disney DIS Stock Holding History

SYM Financial Corp’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 		$908K Buy
8,660
+5,289
+157% +$542K 0.07% 85
2026
Q2 		$324K Buy
3,371
+150
+5% +$15.3K 0.03% 238
2026
Q1 		$310K Sell
3,221
-132
-4% -$14K 0.03% 214
2025
Q4 		$381K Buy
3,353
+176
+6% +$19.4K 0.04% 175
2025
Q3 		$364K Sell
3,177
-197
-6% -$23.2K 0.04% 166
2025
Q2 		$418K Sell
3,374
-247
-7% -$25.7K 0.05% 151
2025
Q1 		$357K Sell
3,621
-320
-8% -$34.4K 0.04% 146
2024
Q4 		$439K Buy
3,941
+1,099
+39% +$115K 0.06% 110
2024
Q3 		$273K Sell
2,842
-572
-17% -$52.6K 0.04% 125
2024
Q2 		$339K Buy
3,414
+742
+28% +$79.9K 0.05% 88
2024
Q1 		$327K Sell
2,672
-102
-4% -$10.7K 0.05% 69
2023
Q4 		$250K Sell
2,774
-788
-22% -$69.5K 0.04% 84
2023
Q3 		$289K Buy
+3,562
New +$304K 0.05% 69
2018
Q4 		– Sell
-2,313
Closed -$270K – 85
2018
Q3 		$270K Buy
+2,313
New +$257K 0.15% 32

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

SYM Financial Corp's DIS Position: Q3 2026 in Review

SYM Financial Corp increased its Walt Disney (DIS) stake by 157% in Q3 2026, buying an estimated $542K and bringing the position to 8,660 shares worth $908K. The position accounts for 0.07% of the portfolio, ranked #85.

SYM Financial Corp first reported a position in DIS in Q3 2018 and has held it in 14 quarters since. 1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • SYM Financial Corp held 8,660 shares of Walt Disney worth $908K as of Q3 2026.
  • SYM Financial Corp bought 5,289 Walt Disney shares in Q3 2026, an estimated $542K.
  • Walt Disney made up 0.07% of SYM Financial Corp's portfolio in Q3 2026, its #85 holding.
  • SYM Financial Corp first reported a position in Walt Disney in Q3 2018 and has held it in 14 quarters since.
  • 1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.