CGC Financial Services’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$19.1K Buy
718
+171
+31% +$4.63K ﹤0.01% 187
2026
Q1
$15K Sell
547
-131
-19% -$3.67K ﹤0.01% 190
2025
Q4
$19.5K Buy
678
+16
+2% +$374 0.01% 188
2025
Q3
$12.9K Hold
662
﹤0.01% 211
2025
Q2
$7.59K Hold
662
﹤0.01% 229
2025
Q1
$7.1K Hold
662
﹤0.01% 219
2024
Q4
$7K Hold
662
﹤0.01% 223
2024
Q3
$5.46K Hold
662
﹤0.01% 236
2024
Q2
$4.92K Hold
662
﹤0.01% 242
2024
Q1
$5.78K Buy
662
+67
+11% +$646 ﹤0.01% 242
2023
Q4
$6.77K Hold
595
﹤0.01% 242
2023
Q3
$6.46K Hold
595
﹤0.01% 194
2023
Q2
$7.46K Buy
+595
New +$7.72K ﹤0.01% 198

Other funds holding WBD

CGC Financial Services's WBD Position: Q2 2026 in Review

CGC Financial Services increased its Warner Bros (WBD) stake by 31% in Q2 2026, buying an estimated $4.63K and bringing the position to 718 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

CGC Financial Services first reported a position in WBD in Q2 2023 and has held it in 13 quarters since. The position peaked at $19.5K in Q4 2025. 165 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • CGC Financial Services held 718 shares of Warner Bros worth $19.1K as of Q2 2026.
  • CGC Financial Services bought 171 Warner Bros shares in Q2 2026, an estimated $4.63K.
  • Warner Bros made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #187 holding.
  • CGC Financial Services first reported a position in Warner Bros in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's Warner Bros position peaked at $19.5K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.