BFG
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Birch Financial Group’s Workday WDAY Stock Holding History

Birch Financial Group’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,465
Closed -$320K – 151
2026
Q1 		$320K Buy
2,465
+230
+10% +$36.5K 0.19% 96
2025
Q4 		$480K Buy
2,235
+25
+1% +$5.68K 0.27% 71
2025
Q3 		$532K Sell
2,210
-110
-5% -$25.4K 0.31% 65
2025
Q2 		$557K Sell
2,320
-85
-4% -$20.7K 0.45% 51
2025
Q1 		$562K Sell
2,405
-98
-4% -$25K 0.5% 48
2024
Q4 		$646K Buy
+2,503
New +$639K 0.73% 25

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Birch Financial Group's WDAY Position: Q2 2026 in Review

Birch Financial Group sold out of Workday (WDAY) in Q2 2026, closing a stake of 2,465 shares — an estimated $320K sold.

Birch Financial Group first reported a position in WDAY in Q4 2024 and held it in 6 quarters. The position peaked at $646K in Q4 2024. 476 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Birch Financial Group reported no remaining Workday position as of Q2 2026 after selling out during the quarter.
  • Birch Financial Group sold 2,465 Workday shares in Q2 2026, an estimated $320K.
  • Birch Financial Group first reported a position in Workday in Q4 2024 and held it in 6 quarters.
  • Birch Financial Group's Workday position peaked at $646K in Q4 2024.
  • 476 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.