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RIA Advisory Group’s Warner Bros WBD Stock Holding History

RIA Advisory Group’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 		$212K Buy
+7,952
New +$215K 0.05% 145
2023
Q3 		– Sell
-32,253
Closed -$404K – 138
2023
Q2 		$404K Buy
32,253
+687
+2% +$8.92K 0.17% 75
2023
Q1 		$480K Buy
+31,566
New +$449K 0.22% 66

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 40.89% 1-Year Est. Return

RIA Advisory Group's WBD Position: Q2 2026 in Review

RIA Advisory Group opened a new position in Warner Bros (WBD) in Q2 2026: 7,952 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings. This is a return to the name: RIA Advisory Group previously reported a position in WBD as recently as Q2 2023.

RIA Advisory Group first reported a position in WBD in Q1 2023 and has held it in 3 quarters since. The position peaked at $480K in Q1 2023. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • RIA Advisory Group held 7,952 shares of Warner Bros worth $212K as of Q2 2026.
  • Warner Bros was a new RIA Advisory Group position in Q2 2026.
  • Warner Bros made up 0.05% of RIA Advisory Group's portfolio in Q2 2026, its #145 holding.
  • RIA Advisory Group first reported a position in Warner Bros in Q1 2023 and has held it in 3 quarters since.
  • RIA Advisory Group's Warner Bros position peaked at $480K in Q1 2023.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.