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Golden State Wealth Management’s Warner Bros WBD Stock Holding History

Golden State Wealth Management’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
Q2 		$33.3K Sell
1,250
-50
-4% -$1.35K ﹤0.01% 825
2026
Q1 		$35.7K Buy
1,300
+170
+15% +$4.76K ﹤0.01% 769
2025
Q4 		$32.6K Sell
1,130
-14
-1% -$327 ﹤0.01% 797
2025
Q3 		$22.3K Sell
1,144
-19
-2% -$259 ﹤0.01% 891
2025
Q2 		$13.3K Sell
1,163
-19
-2% -$177 ﹤0.01% 994
2025
Q1 		$12.7K Buy
1,182
+657
+125% +$6.87K ﹤0.01% 925
2024
Q4 		$5.55K Buy
+525
New +$4.88K ﹤0.01% 1104
2019
Q2 		– Sell
-175
Closed -$5K – 1161
2019
Q1 		$5K Buy
+175
New +$4.87K ﹤0.01% 910

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Golden State Wealth Management's WBD Position: Q2 2026 in Review

Golden State Wealth Management reduced its Warner Bros (WBD) stake by 3.8% in Q2 2026, selling an estimated $1.35K and leaving 1,250 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Golden State Wealth Management first reported a position in WBD in Q1 2019 and has held it in 8 quarters since. The position peaked at $35.7K in Q1 2026. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Golden State Wealth Management held 1,250 shares of Warner Bros worth $33.3K as of Q2 2026.
  • Golden State Wealth Management sold 50 Warner Bros shares in Q2 2026, an estimated $1.35K.
  • Warner Bros made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #825 holding.
  • Golden State Wealth Management first reported a position in Warner Bros in Q1 2019 and has held it in 8 quarters since.
  • Golden State Wealth Management's Warner Bros position peaked at $35.7K in Q1 2026.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.