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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
Q2 		– Sell
-2,206
Closed -$60.6K – 2187
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 $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 40.89% 1-Year Est. Return

Twin Peaks Wealth Advisors's WBD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Warner Bros (WBD) in Q2 2026, closing a stake of 2,206 shares — an estimated $60.6K sold.

Twin Peaks Wealth Advisors first reported a position in WBD in Q2 2025 and held it in 2 quarters. The position peaked at $60.6K in Q1 2026. 1,316 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Warner Bros position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2,206 Warner Bros shares in Q2 2026, an estimated $60.6K.
  • Twin Peaks Wealth Advisors first reported a position in Warner Bros in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Warner Bros position peaked at $60.6K in Q1 2026.
  • 1,316 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.