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TFC Financial Management’s Walt Disney DIS Stock Holding History

TFC Financial Management’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
Q2 		$278K Sell
2,891
-331
-10% -$33.7K 0.03% 120
2026
Q1 		$311K Sell
3,222
-203
-6% -$21.5K 0.04% 105
2025
Q4 		$390K Sell
3,425
-5
-0.1% -$551 0.05% 88
2025
Q3 		$393K Buy
3,430
+3
+0.1% +$353 0.05% 86
2025
Q2 		$425K Sell
3,427
-2
-0.1% -$208 0.06% 82
2025
Q1 		$338K Buy
3,429
+2
+0.1% +$215 0.05% 87
2024
Q4 		$382K Buy
3,427
+6
+0.2% +$630 0.06% 81
2024
Q3 		$329K Buy
3,421
+10
+0.3% +$920 0.05% 94
2024
Q2 		$339K Buy
3,411
+1,970
+137% +$212K 0.06% 79
2024
Q1 		$176K Sell
1,441
-59
-4% -$6.16K 0.03% 128
2023
Q4 		$135K Sell
1,500
-303
-17% -$26.7K 0.03% 151
2023
Q3 		$146K Sell
1,803
-404
-18% -$34.5K 0.03% 133
2023
Q2 		$197K Sell
2,207
-78
-3% -$7.39K 0.05% 110
2023
Q1 		$229K Sell
2,285
-1,266
-36% -$128K 0.06% 94
2022
Q4 		$309K Sell
3,551
-699
-16% -$66.9K 0.09% 72
2022
Q3 		$401K Buy
4,250
+570
+15% +$61K 0.13% 61
2022
Q2 		$347K Sell
3,680
-675
-15% -$74.9K 0.1% 69
2022
Q1 		$597K Buy
4,355
+235
+6% +$34K 0.17% 44
2021
Q4 		$638K Buy
4,120
+140
+4% +$22.6K 0.19% 43
2021
Q3 		$673K Buy
3,980
+120
+3% +$21.4K 0.22% 35
2021
Q2 		$679K Buy
3,860
+6
+0.2% +$1.08K 0.23% 32
2021
Q1 		$711K Buy
3,854
+180
+5% +$33.2K 0.28% 28
2020
Q4 		$666K Buy
3,674
+58
+2% +$8.32K 0.28% 28
2020
Q3 		$449K Buy
+3,616
New +$452K 0.22% 42

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TFC Financial Management's DIS Position: Q2 2026 in Review

TFC Financial Management reduced its Walt Disney (DIS) stake by 10% in Q2 2026, selling an estimated $33.7K and leaving 2,891 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #120.

TFC Financial Management first reported a position in DIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $711K in Q1 2021. 1,455 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • TFC Financial Management held 2,891 shares of Walt Disney worth $278K as of Q2 2026.
  • TFC Financial Management sold 331 Walt Disney shares in Q2 2026, an estimated $33.7K.
  • Walt Disney made up 0.03% of TFC Financial Management's portfolio in Q2 2026, its #120 holding.
  • TFC Financial Management first reported a position in Walt Disney in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Walt Disney position peaked at $711K in Q1 2021.
  • 1,455 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.