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Independent Financial Group’s Warner Bros WBD Stock Holding History

Independent Financial Group’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 		$749K Buy
28,076
+7,713
+38% +$209K 0.01% 814
2026
Q1 		$559K Sell
20,363
-29,795
-59% -$834K 0.01% 880
2025
Q4 		$1.45M Buy
+50,158
New +$1.17M 0.03% 502
2024
Q2 		– Sell
-10,622
Closed -$92.7K – 1151
2024
Q1 		$92.7K Sell
10,622
-7,525
-41% -$72.5K ﹤0.01% 989
2023
Q4 		$207K Buy
18,147
+265
+1% +$2.86K 0.01% 881
2023
Q3 		$194K Sell
17,882
-2,071
-10% -$25.8K 0.01% 837
2023
Q2 		$250K Sell
19,953
-3,618
-15% -$47K 0.02% 730
2023
Q1 		$356K Buy
23,571
+4,743
+25% +$67.5K 0.03% 548
2022
Q4 		$178K Sell
18,828
-11,340
-38% -$128K 0.02% 731
2022
Q3 		$347K Sell
30,168
-8,856
-23% -$120K 0.03% 503
2022
Q2 		$524K Buy
+39,024
New +$724K 0.06% 371

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 40.91% 1-Year Est. Return

Independent Financial Group's WBD Position: Q2 2026 in Review

Independent Financial Group increased its Warner Bros (WBD) stake by 38% in Q2 2026, buying an estimated $209K and bringing the position to 28,076 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #814.

Independent Financial Group first reported a position in WBD in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.45M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Independent Financial Group held 28,076 shares of Warner Bros worth $749K as of Q2 2026.
  • Independent Financial Group bought 7,713 Warner Bros shares in Q2 2026, an estimated $209K.
  • Warner Bros made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #814 holding.
  • Independent Financial Group first reported a position in Warner Bros in Q2 2022 and has held it in 11 quarters since.
  • Independent Financial Group's Warner Bros position peaked at $1.45M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.