BFP
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Birchwood Financial Partners’s Warner Bros WBD Stock Holding History

Birchwood Financial Partners’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 		$960 Hold
36
– – ﹤0.01% 343
2026
Q1 		$989 Buy
+36
New +$1.01K ﹤0.01% 339

Other funds holding WBD

BlackRock
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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

Birchwood Financial Partners's WBD Position: Q2 2026 in Review

Birchwood Financial Partners held its Warner Bros (WBD) position steady in Q2 2026 at 36 shares worth $960. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Birchwood Financial Partners first reported a position in WBD in Q1 2026 and has held it in 2 quarters since. The position peaked at $989 in Q1 2026. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Birchwood Financial Partners held 36 shares of Warner Bros worth $960 as of Q2 2026.
  • Birchwood Financial Partners left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #343 holding.
  • Birchwood Financial Partners first reported a position in Warner Bros in Q1 2026 and has held it in 2 quarters since.
  • Birchwood Financial Partners's Warner Bros position peaked at $989 in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.