Greystone Financial Group, LLC / DIS
Greystone Financial Group, LLC’s Disney Walt Co Position
Does Greystone Financial Group, LLC own Disney Walt Co (DIS)? Not currently — the last reported position was 75.6K shares worth $9M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$9M
Q3 2025
Shares
75.6K
% of Portfolio
+1.34%
Quarters Held
14
position exited
Position History DIS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 75.6K | $9M | +1.34% |
| Q2 2025 | 102.4K | $13M | +2.09% |
| Q1 2025 | 105.7K | $10M | +1.89% |
| Q4 2024 | 85.2K | $9M | +1.65% |
| Q3 2024 | 75.2K | $7M | +1.29% |
| Q1 2024 | 3.3K | $405,379 | +0.08% |
| Q4 2023 | 3.7K | $333,892 | +0.08% |
| Q3 2023 | 3.6K | $295,346 | +0.07% |
| Q1 2022 | 12.2K | $2M | +0.42% |
| Q4 2021 | 8.4K | $1M | +0.31% |
| Q3 2021 | 6.4K | $1M | +0.32% |
| Q2 2021 | 7.4K | $1M | +0.32% |
| Q1 2021 | 7.4K | $1M | +0.34% |
| Q4 2020 | 2.9K | $556,000 | +0.15% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of DIS.