Montgomery Financial Services’s Warner Bros WBD Stock Holding History

Montgomery 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	$1.44K	Buy	+54	New	+$1.46K	﹤0.01%	286

Other funds holding WBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in Warner Bros (WBD) in Q2 2026: 54 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #286 among its holdings.

1,222 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Montgomery Financial Services held 54 shares of Warner Bros worth $1.44K as of Q2 2026.
Warner Bros was a new Montgomery Financial Services position in Q2 2026.
Warner Bros made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #286 holding.
1,222 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.