SRS
WBD

Strong Retirement Solutions’s Warner Bros WBD Stock Holding History

Strong Retirement Solutions’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
Q3 		$524K Sell
16,933
-198
-1% -$5.49K 0.29% 59
2026
Q2 		$457K Sell
17,131
-8,060
-32% -$218K 0.27% 60
2026
Q1 		$692K Sell
25,191
-9,821
-28% -$275K 0.48% 55
2025
Q4 		$1.01M Buy
+35,012
New +$818K 0.68% 45

Other funds holding WBD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $24.8M AUM 98.05% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Strong Retirement Solutions's WBD Position: Q3 2026 in Review

Strong Retirement Solutions reduced its Warner Bros (WBD) stake by 1.2% in Q3 2026, selling an estimated $5.49K and leaving 16,933 shares worth $524K. The position accounts for 0.29% of the portfolio, ranked #59.

Strong Retirement Solutions first reported a position in WBD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2025. 48 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • Strong Retirement Solutions held 16,933 shares of Warner Bros worth $524K as of Q3 2026.
  • Strong Retirement Solutions sold 198 Warner Bros shares in Q3 2026, an estimated $5.49K.
  • Warner Bros made up 0.29% of Strong Retirement Solutions's portfolio in Q3 2026, its #59 holding.
  • Strong Retirement Solutions first reported a position in Warner Bros in Q4 2025 and has held it in 4 quarters since.
  • Strong Retirement Solutions's Warner Bros position peaked at $1.01M in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.