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Birchwood Financial Partners’s Workiva WK Stock Holding History

Birchwood Financial Partners’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
-82
Closed -$7.07K – 371
2025
Q4 		$7.07K Buy
+82
New +$7.26K 0.01% 296

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
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Birchwood Financial Partners's WK Position: Q1 2026 in Review

Birchwood Financial Partners sold out of Workiva (WK) in Q1 2026, closing a stake of 82 shares — an estimated $7.07K sold.

Birchwood Financial Partners first reported a position in WK in Q4 2025 and held it in 1 quarter. The position peaked at $7.07K in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Birchwood Financial Partners reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Birchwood Financial Partners sold 82 Workiva shares in Q1 2026, an estimated $7.07K.
  • Birchwood Financial Partners first reported a position in Workiva in Q4 2025 and held it in 1 quarter.
  • Birchwood Financial Partners's Workiva position peaked at $7.07K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Birchwood Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.