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LifeSteps Financial’s Warner Bros WBD Stock Holding History

LifeSteps Financial’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 		$13.3K Buy
+499
New +$13.5K 0.01% 363
2024
Q2 		– Sell
-388
Closed -$3.39K – 418
2024
Q1 		$3.39K Buy
+388
New +$3.74K ﹤0.01% 366

Other funds holding WBD

FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LifeSteps Financial's WBD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Warner Bros (WBD) in Q2 2026: 499 shares worth $13.3K. The stake represents 0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in WBD as recently as Q1 2024.

LifeSteps Financial first reported a position in WBD in Q1 2024 and has held it in 2 quarters since. 454 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • LifeSteps Financial held 499 shares of Warner Bros worth $13.3K as of Q2 2026.
  • Warner Bros was a new LifeSteps Financial position in Q2 2026.
  • Warner Bros made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #363 holding.
  • LifeSteps Financial first reported a position in Warner Bros in Q1 2024 and has held it in 2 quarters since.
  • 454 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.