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Farther Finance Advisors’s Warner Music WMG Stock Holding History

Farther Finance Advisors’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$626K Sell
22,670
-537
-2% -$14.8K ﹤0.01% 1423
2026
Q2 		$628K Sell
23,207
-207
-0.9% -$6.16K ﹤0.01% 1388
2026
Q1 		$603K Buy
23,414
+22,473
+2,388% +$637K 0.01% 1267
2025
Q4 		$28.9K Buy
941
+62
+7% +$1.89K ﹤0.01% 3184
2025
Q3 		$29.9K Buy
879
+321
+58% +$10.2K ﹤0.01% 2770
2025
Q2 		$15.2K Buy
558
+439
+369% +$12.3K ﹤0.01% 2847
2025
Q1 		$3.73K Sell
119
-297
-71% -$9.65K ﹤0.01% 3173
2024
Q4 		$12.9K Sell
416
-27
-6% -$864 ﹤0.01% 2280
2024
Q3 		$13.9K Buy
443
+266
+150% +$7.88K ﹤0.01% 2223
2024
Q2 		$5.35K Buy
177
+68
+62% +$2.18K ﹤0.01% 2368
2024
Q1 		$3.59K Buy
109
+27
+33% +$944 ﹤0.01% 2229
2023
Q4 		$2.92K Buy
82
+64
+356% +$2.11K ﹤0.01% 2258
2023
Q3 		$580 Buy
+18
New +$564 ﹤0.01% 2228

Other funds holding WMG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Farther Finance Advisors's WMG Position: Q3 2026 in Review

Farther Finance Advisors reduced its Warner Music (WMG) stake by 2.3% in Q3 2026, selling an estimated $14.8K and leaving 22,670 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Farther Finance Advisors first reported a position in WMG in Q3 2023 and has held it in 13 quarters since. The position peaked at $628K in Q2 2026. 16 funds tracked by Wall St. Rank hold WMG as of Q3 2026.

  • Farther Finance Advisors held 22,670 shares of Warner Music worth $626K as of Q3 2026.
  • Farther Finance Advisors sold 537 Warner Music shares in Q3 2026, an estimated $14.8K.
  • Warner Music made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1423 holding.
  • Farther Finance Advisors first reported a position in Warner Music in Q3 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's Warner Music position peaked at $628K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Warner Music as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.