DIS DISNEY WALT CO COM DISNEY

Ownership history in First Bank & Trust  ·  37 quarters on record

AI Ownership Summary

First Bank & Trust reported DISNEY WALT CO COM DISNEY (DIS) in 37 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.08% in 2024 Q1. The latest visible filing shows DIS at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Bank & Trust's position in DISNEY WALT CO COM DISNEY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DIS was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Bank & Trust held DIS — position size vs. price
% of Fund (quarterly)    DIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,214 -227 -9.3% 0.04% $252K 2026-01-12 $112.82
2025 Q3 UNCHANGED 2,441 0% 0.05% $279K 2025-10-10 $108.46
2025 Q2 UNCHANGED 2,441 0% 0.05% $303K 2025-07-09 $119.80
2025 Q1 REDUCED 2,441 -27 -1.1% 0.05% $241K 2025-04-28 $89.17
2024 Q4 REDUCED 2,468 -175 -6.6% 0.05% $275K 2025-02-03 $112.75
2024 Q3 REDUCED 2,643 -440 -14.3% 0.05% $254K 2024-10-24 $93.94
2024 Q2 REDUCED 3,083 -87 -2.7% 0.06% $306K 2024-07-09 $95.57
2024 Q1 REDUCED 3,170 -35 -1.1% 0.08% $388K 2024-04-17 $110.70
2023 Q4 REDUCED 3,205 -38 -1.2% 0.07% $289K 2024-01-12 $88.56
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Bank & Trust and DIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Bank & Trust reported owning DIS?

First Bank & Trust reported DIS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DIS position in First Bank & Trust's portfolio?

The largest reported portfolio weight for DIS was 0.08% in 2024 Q1.

What is the latest reported DIS position on this page?

The most recent filing on this page is 2025 Q4, when First Bank & Trust reported 2,214 shares, equal to 0.04% of portfolio, with an estimated market value of $252K.

What does the chart on this DIS ownership page compare?

The chart compares First Bank & Trust's quarterly DIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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