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Benjamin Edwards Inc’s Workiva WK Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-5,348
Closed -$461K – 1426
2025
Q4 		$461K Sell
5,348
-50
-0.9% -$4.43K 0.01% 973
2025
Q3 		$465K Buy
5,398
+2,232
+70% +$168K 0.01% 954
2025
Q2 		$217K Sell
3,166
-102
-3% -$7.01K ﹤0.01% 1096
2025
Q1 		$248K Sell
3,268
-39
-1% -$3.68K ﹤0.01% 985
2024
Q4 		$362K Buy
3,307
+60
+2% +$5.53K 0.01% 930
2024
Q3 		$257K Buy
3,247
+2,288
+239% +$172K ﹤0.01% 997
2024
Q2 		$70K Sell
959
-80
-8% -$6.3K 0.01% 461
2024
Q1 		$88K Buy
1,039
+41
+4% +$3.69K 0.02% 426
2023
Q4 		$101K Buy
998
+4
+0.4% +$386 0.02% 414
2023
Q3 		$101K Hold
994
– – 0.02% 394
2023
Q2 		$101K Sell
994
-100
-9% -$9.62K 0.02% 384
2023
Q1 		$112K Buy
1,094
+138
+14% +$12.5K 0.03% 349
2022
Q4 		$80K Buy
956
+160
+20% +$12.4K 0.02% 377
2022
Q3 		$62K Buy
796
+343
+76% +$23.4K 0.02% 397
2022
Q2 		$30K Buy
453
+124
+38% +$10.3K 0.01% 478
2022
Q1 		$39K Buy
+329
New +$36.4K 0.01% 477

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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 $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Benjamin Edwards Inc's WK Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of Workiva (WK) in Q1 2026, closing a stake of 5,348 shares — an estimated $461K sold.

Benjamin Edwards Inc first reported a position in WK in Q1 2022 and held it in 16 quarters. The position peaked at $465K in Q3 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Benjamin Edwards Inc reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 5,348 Workiva shares in Q1 2026, an estimated $461K.
  • Benjamin Edwards Inc first reported a position in Workiva in Q1 2022 and held it in 16 quarters.
  • Benjamin Edwards Inc's Workiva position peaked at $465K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.