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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
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

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

SYM Financial Corp's DIS Position: Q1 2026 in Review

SYM Financial Corp reduced its Walt Disney (DIS) stake by 3.9% in Q1 2026, selling an estimated $14K and leaving 3,221 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #214.

SYM Financial Corp first reported a position in DIS in Q3 2018 and has held it in 12 quarters since. The position peaked at $439K in Q4 2024. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • SYM Financial Corp held 3,221 shares of Walt Disney worth $310K as of Q1 2026.
  • SYM Financial Corp sold 132 Walt Disney shares in Q1 2026, an estimated $14K.
  • Walt Disney made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #214 holding.
  • SYM Financial Corp first reported a position in Walt Disney in Q3 2018 and has held it in 12 quarters since.
  • SYM Financial Corp's Walt Disney position peaked at $439K in Q4 2024.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.