SFA
WBD icon

Sequoia Financial Advisors’s Warner Bros WBD Stock Holding History

Sequoia Financial Advisors’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 		$2.36M Sell
88,574
-2,063
-2% -$55.8K 0.01% 568
2026
Q1 		$2.49M Buy
90,637
+6,463
+8% +$181K 0.01% 527
2025
Q4 		$2.43M Buy
84,174
+26,708
+46% +$624K 0.01% 514
2025
Q3 		$1.12M Buy
57,466
+2,120
+4% +$28.9K 0.01% 728
2025
Q2 		$634K Sell
55,346
-7,620
-12% -$71.1K ﹤0.01% 891
2025
Q1 		$676K Buy
62,966
+1,588
+3% +$16.6K 0.01% 750
2024
Q4 		$649K Buy
61,378
+5,251
+9% +$48.8K 0.01% 720
2024
Q3 		$463K Buy
56,127
+14,548
+35% +$114K 0.01% 779
2024
Q2 		$309K Sell
41,579
-896
-2% -$7.18K ﹤0.01% 880
2024
Q1 		$371K Sell
42,475
-30,658
-42% -$295K ﹤0.01% 786
2023
Q4 		$832K Buy
73,133
+44,278
+153% +$478K 0.01% 583
2023
Q3 		$313K Buy
28,855
+1,307
+5% +$16.3K 0.01% 677
2023
Q2 		$345K Sell
27,548
-1,858
-6% -$24.1K 0.01% 648
2023
Q1 		$444K Buy
29,406
+2,615
+10% +$37.2K 0.01% 497
2022
Q4 		$254K Buy
26,791
+3,603
+16% +$40.7K 0.01% 644
2022
Q3 		$267K Sell
23,188
-2,110
-8% -$28.7K 0.01% 422
2022
Q2 		$340K Buy
+25,298
New +$469K 0.01% 406

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 40.91% 1-Year Est. Return

Sequoia Financial Advisors's WBD Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Warner Bros (WBD) stake by 2.3% in Q2 2026, selling an estimated $55.8K and leaving 88,574 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #568.

Sequoia Financial Advisors first reported a position in WBD in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.49M in Q1 2026. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Sequoia Financial Advisors held 88,574 shares of Warner Bros worth $2.36M as of Q2 2026.
  • Sequoia Financial Advisors sold 2,063 Warner Bros shares in Q2 2026, an estimated $55.8K.
  • Warner Bros made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #568 holding.
  • Sequoia Financial Advisors first reported a position in Warner Bros in Q2 2022 and has held it in 17 quarters since.
  • Sequoia Financial Advisors's Warner Bros position peaked at $2.49M in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.