Back to WMG
Patriot Financial Group Insurance Agency, LLC → WMG
Patriot Financial Group Insurance Agency, LLC WMG Position History
Warner Music Group Corp. • Communication Services
Quarters held
4
Latest value
$625K
Q3 2026
Peak value
$945K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $715K |
| Q1 2026 | $945K |
| Q2 2026 | $525K |
| Q3 2026 | $625K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $625K | 22.6K | — | — |
| Q2 2026 | $525K | 19.4K | — | — |
| Q1 2026 | $945K | 37.0K | — | — |
| Q4 2025 | $715K | 23.3K | — | — |
Other funds holding WMG
$546.3M
$449.1M
$418M
$409.1M
$401.9M
$401.9M
$398.5M
$365.6M