Bank of America
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Bank of America’s Workiva WK Stock Holding History

Bank of America’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.6M Sell
394,941
-6,939
-2% -$484K ﹤0.01% 2250
2025
Q4 		$34.7M Sell
401,880
-12,929
-3% -$1.14M ﹤0.01% 1830
2025
Q3 		$35.7M Sell
414,809
-4,184
-1% -$314K ﹤0.01% 2047
2025
Q2 		$28.7M Sell
418,993
-57,473
-12% -$3.95M ﹤0.01% 2194
2025
Q1 		$36.2M Buy
476,466
+48,937
+11% +$4.62M ﹤0.01% 1880
2024
Q4 		$46.8M Buy
427,529
+36,974
+9% +$3.41M ﹤0.01% 1553
2024
Q3 		$30.9M Buy
390,555
+37,756
+11% +$2.83M ﹤0.01% 1989
2024
Q2 		$25.8M Buy
352,799
+7,246
+2% +$570K ﹤0.01% 2002
2024
Q1 		$29.3M Buy
345,553
+6,326
+2% +$570K ﹤0.01% 1923
2023
Q4 		$34.4M Buy
339,227
+611
+0.2% +$58.9K ﹤0.01% 1644
2023
Q3 		$34.3M Sell
338,616
-786
-0.2% -$81.7K ﹤0.01% 1548
2023
Q2 		$34.5M Buy
339,402
+25,249
+8% +$2.43M ﹤0.01% 1588
2023
Q1 		$32.2M Sell
314,153
-1,065
-0.3% -$96.5K ﹤0.01% 1714
2022
Q4 		$26.5M Buy
315,218
+31,201
+11% +$2.42M ﹤0.01% 1783
2022
Q3 		$22.1M Buy
284,017
+18,471
+7% +$1.26M ﹤0.01% 1869
2022
Q2 		$17.5M Sell
265,546
-19,467
-7% -$1.62M ﹤0.01% 2132
2022
Q1 		$33.6M Buy
285,013
+38,355
+16% +$4.24M ﹤0.01% 1690
2021
Q4 		$32.2M Sell
246,658
-17,272
-7% -$2.44M ﹤0.01% 1764
2021
Q3 		$37.2M Sell
263,930
-21,489
-8% -$2.91M ﹤0.01% 1574
2021
Q2 		$31.8M Buy
285,419
+11,736
+4% +$1.14M ﹤0.01% 1723
2021
Q1 		$24.2M Buy
273,683
+34,445
+14% +$3.41M ﹤0.01% 1881
2020
Q4 		$21.9M Buy
239,238
+49,291
+26% +$3.46M ﹤0.01% 1797
2020
Q3 		$10.6M Buy
189,947
+37,248
+24% +$2.07M ﹤0.01% 2245
2020
Q2 		$8.17M Buy
152,699
+34,664
+29% +$1.42M ﹤0.01% 2408
2020
Q1 		$3.82M Buy
118,035
+3,178
+3% +$132K ﹤0.01% 2912
2019
Q4 		$4.83M Sell
114,857
-10,983
-9% -$463K ﹤0.01% 3272
2019
Q3 		$5.52M Sell
125,840
-39,706
-24% -$2.09M ﹤0.01% 3108
2019
Q2 		$9.62M Buy
165,546
+9,664
+6% +$518K ﹤0.01% 2599
2019
Q1 		$7.9M Sell
155,882
-736
-0.5% -$32.4K ﹤0.01% 2717
2018
Q4 		$5.62M Sell
156,618
-65,011
-29% -$2.28M ﹤0.01% 2869
2018
Q3 		$8.75M Buy
221,629
+35,061
+19% +$1.09M ﹤0.01% 2616
2018
Q2 		$4.55M Buy
186,568
+71,777
+63% +$1.81M ﹤0.01% 3253
2018
Q1 		$2.72M Buy
114,791
+87,562
+322% +$2.01M ﹤0.01% 3636
2017
Q4 		$583K Sell
27,229
-32,366
-54% -$712K ﹤0.01% 4845
2017
Q3 		$1.24M Buy
59,595
+13,102
+28% +$259K ﹤0.01% 4363
2017
Q2 		$886K Sell
46,493
-19,288
-29% -$341K ﹤0.01% 4514
2017
Q1 		$1.03M Buy
65,781
+17,610
+37% +$247K ﹤0.01% 4404
2016
Q4 		$657K Buy
48,171
+47,133
+4,541% +$723K ﹤0.01% 4631
2016
Q3 		$19K Sell
1,038
-53,678
-98% -$870K ﹤0.01% 6151
2016
Q2 		$747K Buy
54,716
+31,757
+138% +$403K ﹤0.01% 4389
2016
Q1 		$268K Buy
22,959
+16,363
+248% +$216K ﹤0.01% 4981
2015
Q4 		$116K Buy
6,596
+6,570
+25,269% +$113K ﹤0.01% 5660
2015
Q3 		$0 Sell
26
-236
-90% -$3.41K ﹤0.01% 7429
2015
Q2 		$4K Buy
+262
New +$3.67K ﹤0.01% 6902
2015
Q1 		– Sell
-500
Closed -$7K – 7615
2014
Q4 		$7K Buy
+500
New +$6.85K ﹤0.01% 7178

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Bank of America's WK Position: Q1 2026 in Review

Bank of America reduced its Workiva (WK) stake by 1.7% in Q1 2026, selling an estimated $484K and leaving 394,941 shares worth $23.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

Bank of America first reported a position in WK in Q4 2014 and has held it in 45 quarters since. The position peaked at $46.8M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Bank of America held 394,941 shares of Workiva worth $23.6M as of Q1 2026.
  • Bank of America sold 6,939 Workiva shares in Q1 2026, an estimated $484K.
  • Workiva made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2250 holding.
  • Bank of America first reported a position in Workiva in Q4 2014 and has held it in 45 quarters since.
  • Bank of America's Workiva position peaked at $46.8M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.