Superior Planning, LLC’s Warner Bros WBD Stock Holding History

Superior Planning, LLC’s Portfolio WBD Stock Details WBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$31.8K	Buy	+1,027	New	+$28.5K	0.01%	521

Other funds holding WBD

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's WBD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Warner Bros (WBD) in Q3 2026: 1,027 shares worth $31.8K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings.

890 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

Superior Planning, LLC held 1,027 shares of Warner Bros worth $31.8K as of Q3 2026.
Warner Bros was a new Superior Planning, LLC position in Q3 2026.
Warner Bros made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #521 holding.
890 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.