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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

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

West Financial Advisors's WBD Position: Q2 2026 in Review

West Financial Advisors held its Warner Bros (WBD) position steady in Q2 2026 at 2 shares worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #220.

West Financial Advisors first reported a position in WBD in Q2 2022 and has held it in 12 quarters since. The position peaked at $126 in Q2 2023. 1,313 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • West Financial Advisors held 2 shares of Warner Bros worth $54 as of Q2 2026.
  • West Financial Advisors left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #220 holding.
  • West Financial Advisors first reported a position in Warner Bros in Q2 2022 and has held it in 12 quarters since.
  • West Financial Advisors's Warner Bros position peaked at $126 in Q2 2023.
  • 1,313 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.