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Global Financial Private Client’s Warner Bros WBD Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-240
Closed -$2.58K – 1579
2025
Q1 		$2.58K Buy
240
+124
+107% +$1.3K ﹤0.01% 809
2024
Q4 		$1.23K Sell
116
-768
-87% -$7.14K ﹤0.01% 758
2024
Q3 		$7.29K Hold
884
– – ﹤0.01% 601
2024
Q2 		$6.58K Hold
884
– – ﹤0.01% 483
2024
Q1 		$7.77K Hold
884
– – ﹤0.01% 485
2023
Q4 		$10.1K Sell
884
-241
-21% -$2.6K ﹤0.01% 461
2023
Q3 		$11.8K Sell
1,125
-39
-3% -$487 0.01% 417
2023
Q2 		$15.1K Sell
1,164
-47
-4% -$610 0.01% 392
2023
Q1 		$17.9K Hold
1,211
– – 0.01% 385
2022
Q4 		$11.5K Sell
1,211
-138
-10% -$1.56K 0.01% 408
2022
Q3 		$16.1K Sell
1,349
-5
-0.4% -$68 0.01% 372
2022
Q2 		$19.3K Buy
1,354
+1,329
+5,316% +$24.7K 0.01% 349
2022
Q1 		$626 Hold
25
– – ﹤0.01% 614
2021
Q4 		$589 Hold
25
– – ﹤0.01% 612
2021
Q3 		$644 Hold
25
– – ﹤0.01% 560
2021
Q2 		$780 Hold
25
– – ﹤0.01% 551
2021
Q1 		$1.08K Hold
25
– – ﹤0.01% 495
2020
Q4 		$752 Buy
+25
New +$613 ﹤0.01% 506

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Financial Private Client's WBD Position: Q2 2025 in Review

Global Financial Private Client sold out of Warner Bros (WBD) in Q2 2025, closing a stake of 240 shares — an estimated $2.58K sold.

Global Financial Private Client first reported a position in WBD in Q4 2020 and held it in 18 quarters. The position peaked at $19.3K in Q2 2022. 1,158 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

  • Global Financial Private Client reported no remaining Warner Bros position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 240 Warner Bros shares in Q2 2025, an estimated $2.58K.
  • Global Financial Private Client first reported a position in Warner Bros in Q4 2020 and held it in 18 quarters.
  • Global Financial Private Client's Warner Bros position peaked at $19.3K in Q2 2022.
  • 1,158 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.