BFC Planning, Inc.’s Warner Music WMG Stock Holding History

BFC Planning, Inc.’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	$55	Hold	2	–	–	﹤0.01%	3416
2026 Q2	$54	Buy	+2	New	+$59	﹤0.01%	3373

Other funds holding WMG

Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

BFC Planning, Inc.'s WMG Position: Q3 2026 in Review

BFC Planning, Inc. held its Warner Music (WMG) position steady in Q3 2026 at 2 shares worth $55. The position accounts for ﹤0.01% of the portfolio, ranked #3416.

BFC Planning, Inc. first reported a position in WMG in Q2 2026 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold WMG as of Q3 2026.

BFC Planning, Inc. held 2 shares of Warner Music worth $55 as of Q3 2026.
BFC Planning, Inc. left its Warner Music share count unchanged in Q3 2026.
Warner Music made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3416 holding.
BFC Planning, Inc. first reported a position in Warner Music in Q2 2026 and has held it in 2 quarters since.
282 funds tracked by Wall St. Rank held Warner Music as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.