BFS
WBD

Burkett Financial Services’s Warner Bros WBD Stock Holding History

Burkett Financial 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
Q3 		$448K Buy
14,485
+128
+0.9% +$3.55K 0.14% 41
2026
Q2 		$383K Hold
14,357
– – 0.12% 40
2026
Q1 		$394K Hold
14,357
– – 0.14% 39
2025
Q4 		$414K Sell
14,357
-1,351
-9% -$31.6K 0.14% 40
2025
Q3 		$307K Buy
15,708
+2,057
+15% +$28K 0.11% 45
2025
Q2 		$156K Hold
13,651
– – 0.06% 54
2025
Q1 		$146K Hold
13,651
– – 0.06% 54
2024
Q4 		$144K Hold
13,651
– – 0.06% 50
2024
Q3 		$113K Hold
13,651
– – 0.05% 59
2024
Q2 		$102K Hold
13,651
– – 0.05% 57
2024
Q1 		$119K Sell
13,651
-700
-5% -$6.75K 0.06% 56
2023
Q4 		$163K Buy
+14,351
New +$155K 0.09% 48

Other funds holding WBD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $24.8M AUM 98.05% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Burkett Financial Services's WBD Position: Q3 2026 in Review

Burkett Financial Services increased its Warner Bros (WBD) stake by 0.89% in Q3 2026, buying an estimated $3.55K and bringing the position to 14,485 shares worth $448K. The position accounts for 0.14% of the portfolio, ranked #41.

Burkett Financial Services first reported a position in WBD in Q4 2023 and has held it in 12 quarters since. 42 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • Burkett Financial Services held 14,485 shares of Warner Bros worth $448K as of Q3 2026.
  • Burkett Financial Services bought 128 Warner Bros shares in Q3 2026, an estimated $3.55K.
  • Warner Bros made up 0.14% of Burkett Financial Services's portfolio in Q3 2026, its #41 holding.
  • Burkett Financial Services first reported a position in Warner Bros in Q4 2023 and has held it in 12 quarters since.
  • 42 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.