SW
WBD icon

SVB Wealth’s Warner Bros WBD Stock Holding History

SVB Wealth’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 		$259K Sell
9,721
-481
-5% -$13K 0.02% 343
2026
Q1 		$280K Buy
+10,202
New +$286K 0.02% 327
2025
Q1 		– Sell
-15,890
Closed -$168K – 1811
2024
Q4 		$168K Buy
+15,890
New +$148K ﹤0.01% 694
2024
Q3 		– Sell
-24,664
Closed -$184K – 622
2024
Q2 		$184K Buy
24,664
+231
+0.9% +$1.85K ﹤0.01% 685
2024
Q1 		$213K Sell
24,433
-7,578
-24% -$73K ﹤0.01% 743
2023
Q4 		$364K Buy
32,011
+9,661
+43% +$104K 0.01% 571
2023
Q3 		$243K Sell
22,350
-5,577
-20% -$69.6K 0.01% 684
2023
Q2 		$350K Buy
27,927
+1,158
+4% +$15K 0.01% 604
2023
Q1 		$404K Sell
26,769
-769
-3% -$10.9K 0.01% 602
2022
Q4 		$261K Sell
27,538
-5,935
-18% -$67K ﹤0.01% 802
2022
Q3 		$385K Buy
33,473
+807
+2% +$11K 0.01% 593
2022
Q2 		$438K Buy
+32,666
New +$606K 0.01% 472
2021
Q4 		– Sell
-9,113
Closed -$232K – 961
2021
Q3 		$232K Sell
9,113
-9,932
-52% -$279K ﹤0.01% 862
2021
Q2 		$584K Sell
19,045
-4,774
-20% -$166K 0.01% 533
2021
Q1 		$1.03M Buy
23,819
+2,489
+12% +$124K 0.01% 345
2020
Q4 		$642K Buy
21,330
+971
+5% +$23.8K 0.01% 412
2020
Q3 		$444K Buy
20,359
+10,402
+104% +$227K 0.01% 440
2020
Q2 		$210K Buy
+9,957
New +$215K ﹤0.01% 531
2018
Q4 		– Sell
-74,556
Closed -$2.39M – 435
2018
Q3 		$2.39M Sell
74,556
-2,070
-3% -$58.3K 0.08% 158
2018
Q2 		$2.11M Sell
76,626
-2,895
-4% -$69K 0.08% 167
2018
Q1 		$1.7M Sell
79,521
-4,675
-6% -$111K 0.07% 194
2017
Q4 		$1.88M Sell
84,196
-17,204
-17% -$336K 0.07% 194
2017
Q3 		$2.16M Sell
101,400
-210,560
-67% -$4.96M 0.08% 176
2017
Q2 		$8.06M Sell
311,960
-16,080
-5% -$435K 0.32% 88
2017
Q1 		$9.54M Sell
328,040
-2,028
-0.6% -$56.9K 0.38% 83
2016
Q4 		$9.05M Sell
330,068
-73,428
-18% -$1.99M 0.37% 83
2016
Q3 		$10.9M Sell
403,496
-28,545
-7% -$732K 0.44% 76
2016
Q2 		$10.9M Buy
432,041
+9,150
+2% +$250K 0.44% 73
2016
Q1 		$12.1M Buy
422,891
+13,216
+3% +$354K 0.49% 66
2015
Q4 		$10.9M Buy
409,675
+51,099
+14% +$1.48M 0.43% 73
2015
Q3 		$9.33M Buy
358,576
+40,476
+13% +$1.2M 0.36% 82
2015
Q2 		$10.6M Buy
318,100
+56,238
+21% +$1.85M 0.35% 82
2015
Q1 		$8.05M Buy
261,862
+118,098
+82% +$3.7M 0.26% 103
2014
Q4 		$4.95M Buy
+143,764
New +$4.98M 0.16% 145

Other funds holding WBD

SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $45.6M AUM 86.17% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CCI
Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SVB Wealth's WBD Position: Q2 2026 in Review

SVB Wealth reduced its Warner Bros (WBD) stake by 4.7% in Q2 2026, selling an estimated $13K and leaving 9,721 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #343.

SVB Wealth first reported a position in WBD in Q4 2014 and has held it in 34 quarters since. The position peaked at $12.1M in Q1 2016. 165 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • SVB Wealth held 9,721 shares of Warner Bros worth $259K as of Q2 2026.
  • SVB Wealth sold 481 Warner Bros shares in Q2 2026, an estimated $13K.
  • Warner Bros made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #343 holding.
  • SVB Wealth first reported a position in Warner Bros in Q4 2014 and has held it in 34 quarters since.
  • SVB Wealth's Warner Bros position peaked at $12.1M in Q1 2016.
  • 165 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.