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St. Louis Financial Planners Asset Management’s Warner Bros WBD Stock Holding History

St. Louis Financial Planners Asset Management’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
-152,377
Closed -$4.18M – 43
2026
Q1 		$4.18M Buy
152,377
+68,989
+83% +$1.93M 2.37% 10
2025
Q4 		$2.4M Buy
+83,388
New +$1.95M 1.48% 33

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
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
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

St. Louis Financial Planners Asset Management's WBD Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management sold out of Warner Bros (WBD) in Q2 2026, closing a stake of 152,377 shares — an estimated $4.18M sold.

St. Louis Financial Planners Asset Management first reported a position in WBD in Q4 2025 and held it in 2 quarters. The position peaked at $4.18M in Q1 2026. 713 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • St. Louis Financial Planners Asset Management reported no remaining Warner Bros position as of Q2 2026 after selling out during the quarter.
  • St. Louis Financial Planners Asset Management sold 152,377 Warner Bros shares in Q2 2026, an estimated $4.18M.
  • St. Louis Financial Planners Asset Management first reported a position in Warner Bros in Q4 2025 and held it in 2 quarters.
  • St. Louis Financial Planners Asset Management's Warner Bros position peaked at $4.18M in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.