Farther Finance Advisors’s Warner Bros WBD Stock Holding History

Farther Finance Advisors’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 Q1	$828K	Sell	30,123 -13,878	-32%	-$389K	0.01%	1094
2025 Q4	$1.27M	Buy	44,001 +28,479	+183%	+$666K	0.01%	777
2025 Q3	$303K	Buy	15,522 +2,374	+18%	+$32.3K	﹤0.01%	1381
2025 Q2	$151K	Buy	13,148 +1,295	+11%	+$12.1K	﹤0.01%	1541
2025 Q1	$121K	Buy	11,853 +1,720	+17%	+$18K	﹤0.01%	1444
2024 Q4	$107K	Buy	10,133 +76	+0.8%	+$706	﹤0.01%	1286
2024 Q3	$83K	Sell	10,057 -372	-4%	-$2.91K	﹤0.01%	1391
2024 Q2	$74K	Sell	10,429 -2,522	-19%	-$20.2K	﹤0.01%	1253
2024 Q1	$114K	Buy	12,951 +4,005	+45%	+$38.6K	0.01%	901
2023 Q4	$102K	Buy	8,946 +380	+4%	+$4.1K	0.01%	798
2023 Q3	$93K	Sell	8,566 -87	-1%	-$1.09K	0.01%	588
2023 Q2	$109K	Sell	8,653 -7,076	-45%	-$91.8K	0.02%	437
2023 Q1	$238K	Buy	15,729 +9,618	+157%	+$137K	0.07%	241
2022 Q4	$57.9K	Buy	+6,111	New	+$69K	0.02%	457

Other funds holding WBD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return