AIS
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Advocate Investing Services’s Warner Bros WBD Stock Holding History

Advocate Investing Services’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 		$45.3K Hold
1,699
– – 0.03% 173
2026
Q1 		$46.7K Hold
1,699
– – 0.04% 155
2025
Q4 		$49K Buy
+1,699
New +$39.7K 0.04% 143

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

Advocate Investing Services's WBD Position: Q2 2026 in Review

Advocate Investing Services held its Warner Bros (WBD) position steady in Q2 2026 at 1,699 shares worth $45.3K. The position accounts for 0.03% of the portfolio, ranked #173.

Advocate Investing Services first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $49K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Advocate Investing Services held 1,699 shares of Warner Bros worth $45.3K as of Q2 2026.
  • Advocate Investing Services left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up 0.03% of Advocate Investing Services's portfolio in Q2 2026, its #173 holding.
  • Advocate Investing Services first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Warner Bros position peaked at $49K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.