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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
2024
Q1 		– Hold
0
– -$11.4K – 1297
2023
Q4 		– Hold
0
– – – 1197

Other funds holding WBD

FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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. 515 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.
  • 515 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.