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Action Point Financial Planning’s Warner Bros WBD Stock Holding History

Action Point Financial Planning’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
Q2 		$25.4K Buy
+953
New +$25.8K ﹤0.01% 1043

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Action Point Financial Planning's WBD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Warner Bros (WBD) in Q2 2026: 953 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #1043 among its holdings.

1,307 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Action Point Financial Planning held 953 shares of Warner Bros worth $25.4K as of Q2 2026.
  • Warner Bros was a new Action Point Financial Planning position in Q2 2026.
  • Warner Bros made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1043 holding.
  • 1,307 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.