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SageView Advisory Group’s Warner Bros WBD Stock Holding History

SageView 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
2025
Q4 		$169K Sell
5,881
-4,274
-42% -$99.9K 0.01% 651
2025
Q3 		$198K Buy
+10,155
New +$138K 0.01% 630
2025
Q1 		– Sell
-10,426
Closed -$110K – 623
2024
Q4 		$110K Buy
+10,426
New +$96.9K ﹤0.01% 582
2024
Q1 		– Sell
-11,370
Closed -$115K – 828
2023
Q4 		$115K Buy
+11,370
New +$123K ﹤0.01% 624

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's WBD Position: Q4 2025 in Review

SageView Advisory Group reduced its Warner Bros (WBD) stake by 42% in Q4 2025, selling an estimated $99.9K and leaving 5,881 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #651.

SageView Advisory Group first reported a position in WBD in Q4 2023 and has held it in 4 quarters since. The position peaked at $198K in Q3 2025. 1,314 funds tracked by Wall St. Rank hold WBD as of Q4 2025.

  • SageView Advisory Group held 5,881 shares of Warner Bros worth $169K as of Q4 2025.
  • SageView Advisory Group sold 4,274 Warner Bros shares in Q4 2025, an estimated $99.9K.
  • Warner Bros made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #651 holding.
  • SageView Advisory Group first reported a position in Warner Bros in Q4 2023 and has held it in 4 quarters since.
  • SageView Advisory Group's Warner Bros position peaked at $198K in Q3 2025.
  • 1,314 funds tracked by Wall St. Rank held Warner Bros as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.