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Bare Financial Services’s Workiva WK Stock Holding History

Bare Financial Services’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
Q2 		$1.46K Buy
+30
New +$1.54K ﹤0.01% 1233
2026
Q1 		– Sell
-29
Closed -$2.5K – 1899
2025
Q4 		$2.5K Buy
29
+6
+26% +$531 ﹤0.01% 787
2025
Q3 		$1.98K Buy
23
+7
+44% +$526 ﹤0.01% 809
2025
Q2 		$1.09K Buy
+16
New +$1.1K ﹤0.01% 894

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Bare Financial Services's WK Position: Q2 2026 in Review

Bare Financial Services opened a new position in Workiva (WK) in Q2 2026: 30 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #1233 among its holdings. This is a return to the name: Bare Financial Services previously reported a position in WK as recently as Q4 2025.

Bare Financial Services first reported a position in WK in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.5K in Q4 2025. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Bare Financial Services held 30 shares of Workiva worth $1.46K as of Q2 2026.
  • Workiva was a new Bare Financial Services position in Q2 2026.
  • Workiva made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1233 holding.
  • Bare Financial Services first reported a position in Workiva in Q2 2025 and has held it in 4 quarters since.
  • Bare Financial Services's Workiva position peaked at $2.5K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.