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Key Financial Inc’s Warner Bros WBD Stock Holding History

Key Financial Inc’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 		$53K Hold
1,988
– – 0.01% 524
2026
Q1 		$54.6K Hold
1,988
– – 0.01% 509
2025
Q4 		$57.3K Buy
1,988
+8
+0.4% +$187 0.01% 491
2025
Q3 		$38.3K Sell
1,980
-40
-2% -$545 0.01% 574
2025
Q2 		$23.1K Sell
2,020
-52
-3% -$485 ﹤0.01% 663
2025
Q1 		$22.2K Hold
2,072
– – ﹤0.01% 642
2024
Q4 		$21.9K Sell
2,072
-34
-2% -$316 0.01% 635
2024
Q3 		$17.4K Sell
2,106
-2,698
-56% -$21.1K ﹤0.01% 677
2024
Q2 		$35.7K Sell
4,804
-442
-8% -$3.54K 0.01% 524
2024
Q1 		$45.8K Hold
5,246
– – 0.01% 449
2023
Q4 		$59.7K Sell
5,246
-138
-3% -$1.49K 0.02% 395
2023
Q3 		$58.5K Hold
5,384
– – 0.02% 378
2023
Q2 		$67.5K Buy
5,384
+410
+8% +$5.32K 0.02% 362
2023
Q1 		$75.1K Sell
4,974
-1,608
-24% -$22.9K 0.03% 334
2022
Q4 		$75.7K Hold
6,582
– – 0.04% 296
2022
Q3 		$76K Buy
6,582
+3,836
+140% +$52.1K 0.04% 299
2022
Q2 		$39K Buy
2,746
+2,716
+9,053% +$50.4K 0.02% 404
2022
Q1 		$1K Hold
30
– – ﹤0.01% 1048
2021
Q4 		$1K Buy
+30
New +$747 ﹤0.01% 932

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

Key Financial Inc's WBD Position: Q2 2026 in Review

Key Financial Inc held its Warner Bros (WBD) position steady in Q2 2026 at 1,988 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #524.

Key Financial Inc first reported a position in WBD in Q4 2021 and has held it in 19 quarters since. The position peaked at $76K in Q3 2022. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Key Financial Inc held 1,988 shares of Warner Bros worth $53K as of Q2 2026.
  • Key Financial Inc left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #524 holding.
  • Key Financial Inc first reported a position in Warner Bros in Q4 2021 and has held it in 19 quarters since.
  • Key Financial Inc's Warner Bros position peaked at $76K in Q3 2022.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.