West Financial Advisors’s Warner Bros WBD Stock Holding History

West Financial 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	$54	Hold	2	–	–	﹤0.01%	220
2026 Q1	$55	Hold	2	–	–	﹤0.01%	189
2025 Q4	$58	Hold	2	–	–	﹤0.01%	234
2025 Q3	$40	Hold	2	–	–	﹤0.01%	192
2025 Q2	$23	Hold	2	–	–	﹤0.01%	206
2025 Q1	$22	Hold	2	–	–	﹤0.01%	202
2024 Q4	$22	Buy	+2	New	+$19	﹤0.01%	204
2023 Q4	–	Sell	-10	Closed	-$109	–	207
2023 Q3	$109	Hold	10	–	–	﹤0.01%	205
2023 Q2	$126	Buy	+10	New	+$130	﹤0.01%	184
2023 Q1	–	Sell	-1	Closed	-$9	–	174
2022 Q4	$9	Hold	1	–	–	﹤0.01%	164
2022 Q3	$0	Hold	1	–	–	﹤0.01%	193
2022 Q2	$0	Buy	+1	New	+$19	﹤0.01%	200

Other funds holding WBD

Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Samson Rock Capital London, United Kingdom $45.6M AUM 86.17% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM