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Legacy Financial Advisors’s Warner Bros WBD Stock Holding History

Legacy 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 		$349K Sell
13,079
-10,139
-44% -$274K 0.04% 318
2026
Q1 		$638K Sell
23,218
-21,866
-49% -$612K 0.09% 189
2025
Q4 		$1.3M Sell
45,084
-11,966
-21% -$280K 0.18% 100
2025
Q3 		$1.11M Sell
57,050
-660
-1% -$8.99K 0.15% 107
2025
Q2 		$661K Buy
57,710
+47,459
+463% +$443K 0.1% 172
2025
Q1 		$110K Buy
+10,251
New +$107K 0.02% 355
2024
Q1 		– Sell
-10,736
Closed -$122K – 337
2023
Q4 		$122K Buy
10,736
+375
+4% +$4.05K 0.02% 294
2023
Q3 		$113K Sell
10,361
-341
-3% -$4.26K 0.02% 257
2023
Q2 		$134K Sell
10,702
-2,428
-18% -$31.5K 0.03% 254
2023
Q1 		$198K Buy
13,130
+2,716
+26% +$38.7K 0.04% 240
2022
Q4 		$98.7K Sell
10,414
-1,997
-16% -$22.5K 0.02% 239
2022
Q3 		$143K Buy
12,411
+2,278
+22% +$31K 0.03% 216
2022
Q2 		$136K Buy
+10,133
New +$188K 0.03% 214
2019
Q2 		– Sell
-452
Closed -$12K – 893
2019
Q1 		$12K Sell
452
-34
-7% -$946 ﹤0.01% 583
2018
Q4 		$12K Buy
486
+364
+298% +$11.1K ﹤0.01% 524
2018
Q3 		$3K Hold
122
– – ﹤0.01% 777
2018
Q2 		$3K Hold
122
– – ﹤0.01% 797
2018
Q1 		$2K Hold
122
– – ﹤0.01% 770
2017
Q4 		$2K Buy
+122
New +$2.38K ﹤0.01% 759

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

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

Legacy Financial Advisors reduced its Warner Bros (WBD) stake by 44% in Q2 2026, selling an estimated $274K and leaving 13,079 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #318.

Legacy Financial Advisors first reported a position in WBD in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.3M in Q4 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Legacy Financial Advisors held 13,079 shares of Warner Bros worth $349K as of Q2 2026.
  • Legacy Financial Advisors sold 10,139 Warner Bros shares in Q2 2026, an estimated $274K.
  • Warner Bros made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #318 holding.
  • Legacy Financial Advisors first reported a position in Warner Bros in Q4 2017 and has held it in 19 quarters since.
  • Legacy Financial Advisors's Warner Bros position peaked at $1.3M in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.