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COMPASS FINANCIAL MANAGEMENT LLC’s Warner Bros WBD Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$66.5K Buy
+2,495
New +$67.5K 0.01% 631

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WBD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Warner Bros (WBD) in Q2 2026: 2,495 shares worth $66.5K. The stake represents 0.01% of the portfolio and ranks #631 among its holdings.

979 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 2,495 shares of Warner Bros worth $66.5K as of Q2 2026.
  • Warner Bros was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Warner Bros made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #631 holding.
  • 979 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.