Compass Financial Management’s Warner Bros WBD Stock Holding History

Compass Financial Management’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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Management's WBD Position: Q2 2026 in Review

Compass Financial Management 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.

1,222 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Compass Financial Management held 2,495 shares of Warner Bros worth $66.5K as of Q2 2026.
Warner Bros was a new Compass Financial Management position in Q2 2026.
Warner Bros made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #631 holding.
1,222 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.