TFC Financial Management
DIS icon

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
Q3 		$303K Sell
2,889
-2
-0.1% -$205 0.03% 109
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

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

TFC Financial Management's DIS Position: Q3 2026 in Review

TFC Financial Management reduced its Walt Disney (DIS) stake by 0.07% in Q3 2026, selling an estimated $205 and leaving 2,889 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #109.

TFC Financial Management first reported a position in DIS in Q3 2020 and has held it in 25 quarters since. The position peaked at $711K in Q1 2021. 1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • TFC Financial Management held 2,889 shares of Walt Disney worth $303K as of Q3 2026.
  • TFC Financial Management sold 2 Walt Disney shares in Q3 2026, an estimated $205.
  • Walt Disney made up 0.03% of TFC Financial Management's portfolio in Q3 2026, its #109 holding.
  • TFC Financial Management first reported a position in Walt Disney in Q3 2020 and has held it in 25 quarters since.
  • TFC Financial Management's Walt Disney position peaked at $711K in Q1 2021.
  • 1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

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