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Three Bearings Fiduciary Advisors’s Warner Bros WBD Stock Holding History

Three Bearings Fiduciary 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
2026
Q2 		$1.07K Hold
40
– – ﹤0.01% 269
2026
Q1 		$1.1K Hold
40
– – ﹤0.01% 268
2025
Q4 		$1.1K Buy
+40
New +$935 ﹤0.01% 287

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

Three Bearings Fiduciary Advisors's WBD Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Warner Bros (WBD) position steady in Q2 2026 at 40 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Three Bearings Fiduciary Advisors first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1K in Q4 2025. 713 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 40 shares of Warner Bros worth $1.07K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #269 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Warner Bros position peaked at $1.1K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.