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Planning Strategies’s Warner Bros WBD Stock Holding History

Planning Strategies’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
Q3 		$6.13K Buy
198
+17
+9% +$471 ﹤0.01% 410
2026
Q2 		$4.83K Buy
+181
New +$4.9K ﹤0.01% 424

Other funds holding WBD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $24.8M AUM 98.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Planning Strategies's WBD Position: Q3 2026 in Review

Planning Strategies increased its Warner Bros (WBD) stake by 9.4% in Q3 2026, buying an estimated $471 and bringing the position to 198 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Planning Strategies first reported a position in WBD in Q2 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • Planning Strategies held 198 shares of Warner Bros worth $6.13K as of Q3 2026.
  • Planning Strategies bought 17 Warner Bros shares in Q3 2026, an estimated $471.
  • Warner Bros made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #410 holding.
  • Planning Strategies first reported a position in Warner Bros in Q2 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.