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Western Financial Corp’s Warner Bros WBD Stock Holding History

Western Financial Corp’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 		$2.95M Buy
110,480
+25,818
+30% +$698K 0.86% 25
2026
Q1 		$2.32M Sell
84,662
-5,586
-6% -$156K 0.91% 26
2025
Q4 		$2.6M Buy
+90,248
New +$2.11M 1.03% 19

Other funds holding WBD

FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Western Financial Corp's WBD Position: Q2 2026 in Review

Western Financial Corp increased its Warner Bros (WBD) stake by 30% in Q2 2026, buying an estimated $698K and bringing the position to 110,480 shares worth $2.95M. The position accounts for 0.86% of the portfolio, ranked #25.

Western Financial Corp first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. 515 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Western Financial Corp held 110,480 shares of Warner Bros worth $2.95M as of Q2 2026.
  • Western Financial Corp bought 25,818 Warner Bros shares in Q2 2026, an estimated $698K.
  • Warner Bros made up 0.86% of Western Financial Corp's portfolio in Q2 2026, its #25 holding.
  • Western Financial Corp first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • 515 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.