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Wood Tarver Financial Group’s Warner Bros WBD Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-36
Closed – – 646
2025
Q2 		$0 Sell
36
-93
-72% -$867 ﹤0.01% 711
2025
Q1 		$1.39K Hold
129
– – ﹤0.01% 552
2024
Q4 		$1K Buy
+129
New +$1.2K ﹤0.01% 581

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Wood Tarver Financial Group's WBD Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Warner Bros (WBD) in Q3 2025, closing a stake of 36 shares.

Wood Tarver Financial Group first reported a position in WBD in Q4 2024 and held it in 3 quarters. The position peaked at $1.39K in Q1 2025. 1,152 funds tracked by Wall St. Rank hold WBD as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Warner Bros position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 36 Warner Bros shares in Q3 2025.
  • Wood Tarver Financial Group first reported a position in Warner Bros in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Warner Bros position peaked at $1.39K in Q1 2025.
  • 1,152 funds tracked by Wall St. Rank held Warner Bros as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.