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Phoenix Financial’s Warner Bros WBD Stock Holding History

Phoenix 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
2025
Q4 		– Sell
-17,323
Closed -$338K – 502
2025
Q3 		$338K Sell
17,323
-21,047
-55% -$287K ﹤0.01% 361
2025
Q2 		$440K Buy
38,370
+23,096
+151% +$215K 0.01% 297
2025
Q1 		$164K Sell
15,274
-74
-0.5% -$774 ﹤0.01% 356
2024
Q4 		$162K Hold
15,348
– – ﹤0.01% 349
2024
Q3 		$127K Buy
+15,348
New +$120K ﹤0.01% 349

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Phoenix Financial's WBD Position: Q4 2025 in Review

Phoenix Financial sold out of Warner Bros (WBD) in Q4 2025, closing a stake of 17,323 shares — an estimated $338K sold.

Phoenix Financial first reported a position in WBD in Q3 2024 and held it in 5 quarters. The position peaked at $440K in Q2 2025. 1,316 funds tracked by Wall St. Rank hold WBD as of Q4 2025.

  • Phoenix Financial reported no remaining Warner Bros position as of Q4 2025 after selling out during the quarter.
  • Phoenix Financial sold 17,323 Warner Bros shares in Q4 2025, an estimated $338K.
  • Phoenix Financial first reported a position in Warner Bros in Q3 2024 and held it in 5 quarters.
  • Phoenix Financial's Warner Bros position peaked at $440K in Q2 2025.
  • 1,316 funds tracked by Wall St. Rank held Warner Bros as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.