Position in WBD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,945,396
+$620,578 QoQ
Shares Held
110,480
+30.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#398
of 1,306 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Western Financial Corp/CA holds $2,945,396 across 1 Entertainment name. WBD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBD |
Warner Bros. Discovery, Inc.
This page
|
110,480 | $2,945,396 |
All Filings in WBD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,945,396 | 110,480 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,324,818 | 84,662 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,600,947 | 90,248 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||