Umpqua Bank’s Walt Disney DIS Stock Holding History

Umpqua Bank’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	$1.35M	Buy	13,995 +648	+5%	+$66.1K	0.3%	75
2026 Q1	$1.29M	Sell	13,347 -615	-4%	-$65K	0.37%	75
2025 Q4	$1.59M	Buy	13,962 +77	+0.6%	+$8.48K	0.44%	61
2025 Q3	$1.55M	Buy	13,885 +28	+0.2%	+$3.3K	0.43%	58
2025 Q2	$1.69M	Sell	13,857 -878	-6%	-$91.2K	0.51%	55
2025 Q1	$1.45M	Buy	14,735 +28	+0.2%	+$3.01K	0.5%	57
2024 Q4	$1.59M	Sell	14,707 -2,039	-12%	-$214K	0.55%	56
2024 Q3	$1.61M	Sell	16,746 -49	-0.3%	-$4.51K	0.59%	49
2024 Q2	$1.67M	Sell	16,795 -900	-5%	-$96.9K	0.65%	42
2024 Q1	$2.17M	Buy	+17,695	New	+$1.85M	0.89%	30

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Umpqua Bank's DIS Position: Q2 2026 in Review

Umpqua Bank increased its Walt Disney (DIS) stake by 4.9% in Q2 2026, buying an estimated $66.1K and bringing the position to 13,995 shares worth $1.35M. The position accounts for 0.3% of the portfolio, ranked #75.

Umpqua Bank first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.17M in Q1 2024. 2,894 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Umpqua Bank held 13,995 shares of Walt Disney worth $1.35M as of Q2 2026.
Umpqua Bank bought 648 Walt Disney shares in Q2 2026, an estimated $66.1K.
Walt Disney made up 0.3% of Umpqua Bank's portfolio in Q2 2026, its #75 holding.
Umpqua Bank first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
Umpqua Bank's Walt Disney position peaked at $2.17M in Q1 2024.
2,894 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.