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Sunrise Financial Services’s Warner Bros WBD Stock Holding History

Sunrise Financial Services’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 		$773 Hold
29
– – ﹤0.01% 517
2026
Q1 		$796 Hold
29
– – ﹤0.01% 522
2025
Q4 		$836 Buy
+29
New +$678 ﹤0.01% 480

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

Sunrise Financial Services's WBD Position: Q2 2026 in Review

Sunrise Financial Services held its Warner Bros (WBD) position steady in Q2 2026 at 29 shares worth $773. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Sunrise Financial Services first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $836 in Q4 2025. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Sunrise Financial Services held 29 shares of Warner Bros worth $773 as of Q2 2026.
  • Sunrise Financial Services left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #517 holding.
  • Sunrise Financial Services first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Warner Bros position peaked at $836 in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.