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JFS Wealth Advisors’s Warner Bros WBD Stock Holding History

JFS Wealth Advisors’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 		$47.3K Sell
1,776
-4
-0.2% -$108 ﹤0.01% 559
2026
Q1 		$48.9K Sell
1,780
-1,645
-48% -$46.1K ﹤0.01% 525
2025
Q4 		$98.7K Buy
3,425
+378
+12% +$8.84K 0.01% 415
2025
Q3 		$59.5K Buy
3,047
+749
+33% +$10.2K ﹤0.01% 483
2025
Q2 		$26.3K Sell
2,298
-1,084
-32% -$10.1K ﹤0.01% 600
2025
Q1 		$36.3K Buy
3,382
+799
+31% +$8.36K ﹤0.01% 536
2024
Q4 		$27.3K Sell
2,583
-299
-10% -$2.78K ﹤0.01% 575
2024
Q3 		$23.8K Sell
2,882
-509
-15% -$3.98K ﹤0.01% 604
2024
Q2 		$25.2K Buy
3,391
+284
+9% +$2.27K ﹤0.01% 556
2024
Q1 		$27.1K Sell
3,107
-250
-7% -$2.41K ﹤0.01% 561
2023
Q4 		$38.2K Buy
3,357
+35
+1% +$378 ﹤0.01% 454
2023
Q3 		$36.1K Sell
3,322
-724
-18% -$9.04K ﹤0.01% 417
2023
Q2 		$50.7K Sell
4,046
-170
-4% -$2.21K ﹤0.01% 368
2023
Q1 		$63.7K Buy
4,216
+77
+2% +$1.1K 0.01% 340
2022
Q4 		$39.2K Buy
4,139
+321
+8% +$3.62K ﹤0.01% 402
2022
Q3 		$44K Sell
3,818
-817
-18% -$11.1K ﹤0.01% 403
2022
Q2 		$62K Buy
4,635
+3,559
+331% +$66K 0.01% 364
2022
Q1 		$27K Buy
1,076
+1,046
+3,487% +$28.7K ﹤0.01% 538
2021
Q4 		$1K Buy
+30
New +$747 ﹤0.01% 1611
2015
Q3 		– Sell
-40
Closed -$1K – 576
2015
Q2 		$1K Hold
40
– – ﹤0.01% 495
2015
Q1 		$1K Hold
40
– – ﹤0.01% 496
2014
Q4 		$1K Hold
40
– – ﹤0.01% 508
2014
Q3 		$2K Sell
40
-38
-49% -$1.58K ﹤0.01% 445
2014
Q2 		$3K Buy
+78
New +$3.07K ﹤0.01% 413

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

JFS Wealth Advisors's WBD Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Warner Bros (WBD) stake by 0.22% in Q2 2026, selling an estimated $108 and leaving 1,776 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

JFS Wealth Advisors first reported a position in WBD in Q2 2014 and has held it in 24 quarters since. The position peaked at $98.7K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • JFS Wealth Advisors held 1,776 shares of Warner Bros worth $47.3K as of Q2 2026.
  • JFS Wealth Advisors sold 4 Warner Bros shares in Q2 2026, an estimated $108.
  • Warner Bros made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #559 holding.
  • JFS Wealth Advisors first reported a position in Warner Bros in Q2 2014 and has held it in 24 quarters since.
  • JFS Wealth Advisors's Warner Bros position peaked at $98.7K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.