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Cyndeo Wealth Partners’s Warner Bros WBD Stock Holding History

Cyndeo Wealth Partners’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 		$232K Buy
8,694
+65
+0.8% +$1.76K 0.01% 476
2026
Q1 		$237K Sell
8,629
-50,060
-85% -$1.4M 0.01% 449
2025
Q4 		$1.69M Buy
+58,689
New +$1.37M 0.09% 186

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cyndeo Wealth Partners's WBD Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Warner Bros (WBD) stake by 0.75% in Q2 2026, buying an estimated $1.76K and bringing the position to 8,694 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #476.

Cyndeo Wealth Partners first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.69M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Cyndeo Wealth Partners held 8,694 shares of Warner Bros worth $232K as of Q2 2026.
  • Cyndeo Wealth Partners bought 65 Warner Bros shares in Q2 2026, an estimated $1.76K.
  • Warner Bros made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #476 holding.
  • Cyndeo Wealth Partners first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • Cyndeo Wealth Partners's Warner Bros position peaked at $1.69M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.