Toth Financial Advisory’s Warner Bros WBD Stock Holding History

Toth Financial Advisory’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	$4.55K	Buy	147 +120	+444%	+$3.33K	﹤0.01%	686
2026 Q2	$720	Sell	27 -5	-16%	-$135	﹤0.01%	852
2026 Q1	$879	Buy	32 +27	+540%	+$756	﹤0.01%	822
2025 Q4	$145	Sell	5 -44	-90%	-$1.03K	﹤0.01%	872
2025 Q3	$957	Hold	49	–	–	﹤0.01%	742
2025 Q2	$562	Buy	+49	New	+$457	﹤0.01%	708
2023 Q3	–	Sell	-29	Closed	-$364	–	854
2023 Q2	$364	Buy	29 +28	+2,800%	+$363	﹤0.01%	751
2023 Q1	$16	Buy	+1	New	+$14	﹤0.01%	808
2019 Q2	–	Sell	-200	Closed	-$5K	–	479
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	358
2018 Q4	$5K	Sell	200 -90	-31%	-$2.74K	﹤0.01%	333
2018 Q3	$9K	Sell	290 -1,360	-82%	-$38.3K	﹤0.01%	325
2018 Q2	$45K	Buy	+1,650	New	+$39.3K	0.01%	215
2015 Q3	–	Sell	-15,269	Closed	-$508K	–	121
2015 Q2	$508K	Buy	15,269 +2,100	+16%	+$69.3K	0.17%	94
2015 Q1	$405K	Buy	+13,169	New	+$413K	0.14%	100

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

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

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

SRS

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Toth Financial Advisory's WBD Position: Q3 2026 in Review

Toth Financial Advisory increased its Warner Bros (WBD) stake by 444% in Q3 2026, buying an estimated $3.33K and bringing the position to 147 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Toth Financial Advisory first reported a position in WBD in Q1 2015 and has held it in 14 quarters since. The position peaked at $508K in Q2 2015. 48 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

Toth Financial Advisory held 147 shares of Warner Bros worth $4.55K as of Q3 2026.
Toth Financial Advisory bought 120 Warner Bros shares in Q3 2026, an estimated $3.33K.
Warner Bros made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #686 holding.
Toth Financial Advisory first reported a position in Warner Bros in Q1 2015 and has held it in 14 quarters since.
Toth Financial Advisory's Warner Bros position peaked at $508K in Q2 2015.
48 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.