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Richardson Financial Services’s Warner Bros WBD Stock Holding History

Richardson 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 		$28.9K Sell
1,085
-327
-23% -$8.85K 0.02% 383
2026
Q1 		$38.8K Sell
1,412
-235
-14% -$6.58K 0.02% 331
2025
Q4 		$47.5K Buy
1,647
+1,142
+226% +$26.7K 0.02% 302
2025
Q3 		$9.86K Buy
+505
New +$6.88K 0.01% 439

Other funds holding WBD

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Richardson Financial Services reduced its Warner Bros (WBD) stake by 23% in Q2 2026, selling an estimated $8.85K and leaving 1,085 shares worth $28.9K. The position accounts for 0.02% of the portfolio, ranked #383.

Richardson Financial Services first reported a position in WBD in Q3 2025 and has held it in 4 quarters since. The position peaked at $47.5K in Q4 2025. 907 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Richardson Financial Services held 1,085 shares of Warner Bros worth $28.9K as of Q2 2026.
  • Richardson Financial Services sold 327 Warner Bros shares in Q2 2026, an estimated $8.85K.
  • Warner Bros made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #383 holding.
  • Richardson Financial Services first reported a position in Warner Bros in Q3 2025 and has held it in 4 quarters since.
  • Richardson Financial Services's Warner Bros position peaked at $47.5K in Q4 2025.
  • 907 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.