FIRST FOUNDATION ADVISORS

Endowment

Position in DIS — Walt Disney Co

CIK 1086763 Irvine, CA

Back to DIS Full portfolio

Position in DIS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,517,028

-$318,472 QoQ

Shares Held

78,099

-3.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#565

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in DIS Over Time

Shares Held

Position Value (USD)

Position in Entertainment

Communication Services · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $13,438,057 across 3 Entertainment names. DIS ranks #1 (55.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co This page	78,099	$7,517,028
2	NFLX	Netflix Inc	57,758	$4,123,921
3	FWONA	Liberty Media Corp	20,529	$1,797,108

All Filings in DIS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,517,028	78,099	-3.9%	Shares	Defined	2026-08-14
2026-03-31	$7,835,500	81,298	+3.2%	Shares	Defined	2026-05-04
2025-12-31	$8,962,117	78,774	+17.1%	Shares	Defined	2026-02-04
2025-09-30	$7,700,239	67,251	+5.5%	Shares	Defined	2025-11-17
2025-06-30	$7,906,380	63,756	+2.8%	Shares	Defined	2025-08-14
2025-03-31	$6,120,880	62,015	-5.6%	Shares	Sole	2025-05-08
2024-12-31	$7,314,915	65,693	+24.3%	Shares	Sole	2025-02-13
2024-09-30	$5,084,602	52,860	-23.8%	Shares	Sole	2024-11-14
2024-06-30	$6,891,519	69,408	-5.5%	Shares	Sole	2024-08-06
2024-03-31	$8,991,134	73,481	-19.1%	Shares	Sole	2024-05-10
2023-12-31	$8,204,381	90,867	-23.6%	Shares	Sole	2024-02-14
2023-09-30	$9,641,140	118,953	-48.3%	Shares	Defined	2023-11-15
2023-06-30	$20,542,881	230,095	-8.2%	Shares	Defined	2023-08-14
2023-03-31	$25,104,893	250,723	-27.5%	Shares	Sole	2023-05-12
2022-12-31	$30,053,703	345,922	-7.7%	Shares	Defined	2023-02-14
2022-09-30	$35,338,281	374,624	-7.9%	Shares	Defined	2022-11-14
2022-06-30	$38,411,643	406,903	-1.8%	Shares	Sole	2022-08-12
2022-03-31	$56,853,094	414,502	+18.3%	Shares	Defined	2022-05-05
2021-12-31	$54,259,825	350,312	+3.0%	Shares	Defined	2022-02-14
2021-09-30	$57,517,969	340,001	+9.0%	Shares	Sole	2021-11-15
2021-06-30	$54,841,646	312,008	-0.7%	Shares	Sole	2021-08-13
2021-03-31	$57,991,868	314,285	-14.1%	Shares	Sole	2021-05-18
2020-12-31	$66,289,232	365,875	-0.5%	Shares	Sole	2021-02-16
2020-09-30	$45,635,507	367,791	-2.5%	Shares	Sole	2020-11-12
2020-06-30	$42,079,971	377,365	-6.9%	Shares	Sole	2020-08-14
2020-03-31	$39,153,912	405,320	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.