EFG
WBD

Everhart Financial Group’s Warner Bros WBD Stock Holding History

Everhart 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
Q3 		$1.61M Buy
51,863
+407
+0.8% +$11.3K 0.1% 100
2026
Q2 		$1.37M Sell
51,456
-7,525
-13% -$204K 0.09% 120
2026
Q1 		$1.62M Sell
58,981
-728
-1% -$20.4K 0.14% 98
2025
Q4 		$1.72M Buy
59,709
+12,005
+25% +$281K 0.16% 84
2025
Q3 		$932K Buy
47,704
+7,948
+20% +$108K 0.09% 153
2025
Q2 		$456K Buy
39,756
+4,494
+13% +$41.9K 0.05% 238
2025
Q1 		$378K Buy
35,262
+3,884
+12% +$40.6K 0.05% 246
2024
Q4 		$332K Buy
31,378
+7,663
+32% +$71.2K 0.07% 247
2024
Q3 		$196K Buy
23,715
+5,808
+32% +$45.4K 0.04% 312
2024
Q2 		$133K Buy
17,907
+6,460
+56% +$51.8K 0.03% 288
2024
Q1 		$99.9K Buy
+11,447
New +$110K 0.03% 273

Other funds holding WBD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $24.8M AUM 98.05% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Everhart Financial Group's WBD Position: Q3 2026 in Review

Everhart Financial Group increased its Warner Bros (WBD) stake by 0.79% in Q3 2026, buying an estimated $11.3K and bringing the position to 51,863 shares worth $1.61M. The position accounts for 0.1% of the portfolio, ranked #100.

Everhart Financial Group first reported a position in WBD in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.72M in Q4 2025. 42 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • Everhart Financial Group held 51,863 shares of Warner Bros worth $1.61M as of Q3 2026.
  • Everhart Financial Group bought 407 Warner Bros shares in Q3 2026, an estimated $11.3K.
  • Warner Bros made up 0.1% of Everhart Financial Group's portfolio in Q3 2026, its #100 holding.
  • Everhart Financial Group first reported a position in Warner Bros in Q1 2024 and has held it in 11 quarters since.
  • Everhart Financial Group's Warner Bros position peaked at $1.72M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.