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Mattson Financial Services’s Warner Bros WBD Stock Holding History

Mattson Financial Services’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 		– Sell
-7,411
Closed -$204K – 250
2026
Q1 		$204K Buy
+7,411
New +$207K 0.05% 232

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Vanguard Portfolio Management
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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

Mattson Financial Services's WBD Position: Q2 2026 in Review

Mattson Financial Services sold out of Warner Bros (WBD) in Q2 2026, closing a stake of 7,411 shares — an estimated $204K sold.

Mattson Financial Services first reported a position in WBD in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 1,310 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Mattson Financial Services reported no remaining Warner Bros position as of Q2 2026 after selling out during the quarter.
  • Mattson Financial Services sold 7,411 Warner Bros shares in Q2 2026, an estimated $204K.
  • Mattson Financial Services first reported a position in Warner Bros in Q1 2026 and held it in 1 quarter.
  • Mattson Financial Services's Warner Bros position peaked at $204K in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.