Patriot Financial Group Insurance Agency, LLC

Insurance

Position in DIS — Walt Disney Co

CIK 1694883 Westborough, MA

Position in DIS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$907,541

-$3,976,611 QoQ

Shares Held

9,429

-81.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,456

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $5,037,236 across 3 Entertainment names. DIS ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	50,486	$3,604,700
2	DIS	Walt Disney Co This page	9,429	$907,541
3	WMG	Warner Music Group Corp.	19,394	$524,995

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$907,541	9,429	-81.4%	Shares	Sole	2026-07-16
2026-03-31	$4,884,152	50,676	+218.3%	Shares	Sole	2026-04-22
2025-12-31	$1,811,559	15,923	+42.6%	Shares	Sole	2026-01-26
2025-09-30	$1,278,392	11,165	-56.8%	Shares	Sole	2025-10-08
2025-06-30	$3,202,558	25,825	+6.8%	Shares	Sole	2025-07-21
2025-03-31	$2,386,664	24,181	+37.9%	Shares	Sole	2025-04-14
2024-12-31	$1,953,190	17,541	-12.6%	Shares	Sole	2025-01-22
2024-09-30	$1,930,437	20,069	-11.6%	Shares	Sole	2024-10-24
2024-06-30	$2,255,372	22,715	-0.2%	Shares	Sole	2024-07-26
2024-03-31	$2,784,913	22,760	+22.2%	Shares	Sole	2024-04-30
2023-12-31	$1,681,922	18,628	+4.5%	Shares	Sole	2024-01-19
2023-09-30	$1,444,148	17,818	+4.3%	Shares	Sole	2023-10-19
2023-06-30	$1,524,723	17,078	+8.4%	Shares	Sole	2023-07-17
2023-03-31	$1,577,347	15,753	-0.6%	Shares	Sole	2023-04-20
2022-12-31	$1,377,048	15,850	+9.2%	Shares	Sole	2023-01-17
2022-09-30	$1,369,765	14,521	+16.0%	Shares	Sole	2022-11-01
2022-06-30	$1,181,510	12,516	-3.0%	Shares	Sole	2022-07-29
2022-03-31	$1,769,775	12,903	-9.5%	Shares	Sole	2022-05-11
2021-12-31	$2,208,576	14,259	-2.4%	Shares	Sole	2022-01-10
2021-09-30	$2,472,757	14,617	+3.3%	Shares	Sole	2021-11-24
2021-06-30	$2,486,793	14,148	+3.2%	Shares	Sole	2021-07-30
2021-03-31	$2,529,400	13,708	-13.3%	Shares	Sole	2021-04-29
2020-12-31	$2,865,361	15,815	+32.1%	Shares	Sole	2021-01-15
2020-09-30	$1,484,989	11,968	-4.6%	Shares	Sole	2020-10-21
2020-06-30	$1,399,450	12,550	+2.5%	Shares	Sole	2020-07-10
2020-03-31	$1,182,963	12,246	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.