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Retirement Wealth Solutions’s Warner Bros WBD Stock Holding History

Retirement Wealth Solutions’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 		$9.29K Buy
300
+112
+60% +$3.1K ﹤0.01% 273
2026
Q2 		$5.01K Sell
188
-63
-25% -$1.7K ﹤0.01% 339
2026
Q1 		$6.89K Buy
251
+70
+39% +$1.96K ﹤0.01% 263
2025
Q4 		$5.22K Buy
181
+140
+341% +$3.27K ﹤0.01% 307
2025
Q3 		$801 Buy
+41
New +$559 ﹤0.01% 604

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
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Retirement Wealth Solutions's WBD Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Warner Bros (WBD) stake by 60% in Q3 2026, buying an estimated $3.1K and bringing the position to 300 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Retirement Wealth Solutions first reported a position in WBD in Q3 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • Retirement Wealth Solutions held 300 shares of Warner Bros worth $9.29K as of Q3 2026.
  • Retirement Wealth Solutions bought 112 Warner Bros shares in Q3 2026, an estimated $3.1K.
  • Warner Bros made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #273 holding.
  • Retirement Wealth Solutions first reported a position in Warner Bros in Q3 2025 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.