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JNBA Financial Advisors’s Warner Bros WBD Stock Holding History

JNBA Financial 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 		$4K Hold
150
– – ﹤0.01% 650
2026
Q1 		$4.12K Sell
150
-108
-42% -$3.02K ﹤0.01% 623
2025
Q4 		$7.44K Buy
258
+91
+54% +$2.13K ﹤0.01% 523
2025
Q3 		$3.26K Hold
167
– – ﹤0.01% 584
2025
Q2 		$1.91K Sell
167
-67
-29% -$625 ﹤0.01% 602
2025
Q1 		$2.51K Buy
234
+67
+40% +$701 ﹤0.01% 584
2024
Q4 		$1.77K Sell
167
-119
-42% -$1.11K ﹤0.01% 597
2024
Q3 		$2.36K Buy
286
+119
+71% +$930 ﹤0.01% 593
2024
Q2 		$1.24K Sell
167
-362
-68% -$2.9K ﹤0.01% 599
2024
Q1 		$4.62K Hold
529
– – ﹤0.01% 544
2023
Q4 		$6.02K Hold
529
– – ﹤0.01% 520
2023
Q3 		$5.75K Hold
529
– – ﹤0.01% 528
2023
Q2 		$6.63K Hold
529
– – ﹤0.01% 507
2023
Q1 		$7.99K Sell
529
-302
-36% -$4.3K ﹤0.01% 501
2022
Q4 		$7.88K Sell
831
-126
-13% -$1.42K ﹤0.01% 476
2022
Q3 		$11K Sell
957
-265
-22% -$3.6K ﹤0.01% 449
2022
Q2 		$16K Buy
+1,222
New +$22.7K ﹤0.01% 434
2016
Q4 		– Sell
-333
Closed -$9K – 1343
2016
Q3 		$9K Buy
+333
New +$8.54K ﹤0.01% 1065
2015
Q2 		– Sell
-7
Closed – – 545
2015
Q1 		$0 Hold
7
– – ﹤0.01% 559
2014
Q4 		$0 Hold
7
– – ﹤0.01% 591
2014
Q3 		$0 Sell
7
-7
-50% -$291 ﹤0.01% 603
2014
Q2 		$1K Buy
+14
New +$551 ﹤0.01% 488

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 $3.38T AUM 44.17% 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

JNBA Financial Advisors's WBD Position: Q2 2026 in Review

JNBA Financial Advisors held its Warner Bros (WBD) position steady in Q2 2026 at 150 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

JNBA Financial Advisors first reported a position in WBD in Q2 2014 and has held it in 22 quarters since. The position peaked at $16K in Q2 2022. 1,319 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • JNBA Financial Advisors held 150 shares of Warner Bros worth $4K as of Q2 2026.
  • JNBA Financial Advisors left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #650 holding.
  • JNBA Financial Advisors first reported a position in Warner Bros in Q2 2014 and has held it in 22 quarters since.
  • JNBA Financial Advisors's Warner Bros position peaked at $16K in Q2 2022.
  • 1,319 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.