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Twin Peaks Wealth Advisors’s Warner Bros WBD Stock Holding History

Twin Peaks Wealth 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
Q1 		$60.6K Buy
+2,206
New +$61.8K 0.02% 392
2025
Q3 		– Sell
-1,072
Closed -$12K – 2114
2025
Q2 		$12K Buy
+1,072
New +$10K ﹤0.01% 835

Other funds holding WBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Twin Peaks Wealth Advisors's WBD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Warner Bros (WBD) in Q1 2026: 2,206 shares worth $60.6K. The stake represents 0.02% of the portfolio and ranks #392 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WBD as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WBD in Q2 2025 and has held it in 2 quarters since. 1,305 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • Twin Peaks Wealth Advisors held 2,206 shares of Warner Bros worth $60.6K as of Q1 2026.
  • Warner Bros was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Warner Bros made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #392 holding.
  • Twin Peaks Wealth Advisors first reported a position in Warner Bros in Q2 2025 and has held it in 2 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.