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Root Financial Partners’s Warner Bros WBD Stock Holding History

Root Financial Partners’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 		– Sell
-2,953
Closed -$81.1K – 3148
2026
Q1 		$81.1K Buy
2,953
+74
+3% +$2.07K ﹤0.01% 654
2025
Q4 		$83K Buy
2,879
+429
+18% +$10K ﹤0.01% 534
2025
Q3 		$47.8K Buy
+2,450
New +$33.4K ﹤0.01% 684

Other funds holding WBD

FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Root Financial Partners's WBD Position: Q2 2026 in Review

Root Financial Partners sold out of Warner Bros (WBD) in Q2 2026, closing a stake of 2,953 shares — an estimated $81.1K sold.

Root Financial Partners first reported a position in WBD in Q3 2025 and held it in 3 quarters. The position peaked at $83K in Q4 2025. 446 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Root Financial Partners reported no remaining Warner Bros position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,953 Warner Bros shares in Q2 2026, an estimated $81.1K.
  • Root Financial Partners first reported a position in Warner Bros in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Warner Bros position peaked at $83K in Q4 2025.
  • 446 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.