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Carter Financial Group’s Warner Bros WBD Stock Holding History

Carter Financial Group’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 		$220K Buy
8,253
+171
+2% +$4.63K 0.11% 124
2026
Q1 		$222K Buy
+8,082
New +$226K 0.14% 107

Other funds holding WBD

FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Carter Financial Group's WBD Position: Q2 2026 in Review

Carter Financial Group increased its Warner Bros (WBD) stake by 2.1% in Q2 2026, buying an estimated $4.63K and bringing the position to 8,253 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #124.

Carter Financial Group first reported a position in WBD in Q1 2026 and has held it in 2 quarters since. The position peaked at $222K in Q1 2026. 515 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Carter Financial Group held 8,253 shares of Warner Bros worth $220K as of Q2 2026.
  • Carter Financial Group bought 171 Warner Bros shares in Q2 2026, an estimated $4.63K.
  • Warner Bros made up 0.11% of Carter Financial Group's portfolio in Q2 2026, its #124 holding.
  • Carter Financial Group first reported a position in Warner Bros in Q1 2026 and has held it in 2 quarters since.
  • Carter Financial Group's Warner Bros position peaked at $222K in Q1 2026.
  • 515 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.