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
2022
Q1 		– Sell
-75,000
Closed -$9.79M – 8816
2021
Q4 		$9.79M Buy
75,000
+55,400
+283% +$7.81M ﹤0.01% 2955
2021
Q3 		$2.76M Buy
+19,600
New +$2.66M ﹤0.01% 4135

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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.