CAL
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Capital Advisors Ltd’s Workiva WK Stock Holding History

Capital Advisors Ltd’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 		$0 Buy
8
+5
+167% +$349 ﹤0.01% 1620
2025
Q4 		$0 Hold
3
– – ﹤0.01% 1595
2025
Q3 		$0 Hold
3
– – ﹤0.01% 1568
2025
Q2 		$0 Sell
3
-12
-80% -$825 ﹤0.01% 1650
2025
Q1 		$1K Hold
15
– – ﹤0.01% 1294
2024
Q4 		$2K Hold
15
– – ﹤0.01% 1124
2024
Q3 		$1K Hold
15
– – ﹤0.01% 1319
2024
Q2 		$1K Hold
15
– – ﹤0.01% 1318
2024
Q1 		$1K Hold
15
– – ﹤0.01% 1297
2023
Q4 		$2K Hold
15
– – ﹤0.01% 1066
2023
Q3 		$2K Hold
15
– – ﹤0.01% 1056
2023
Q2 		$2K Hold
15
– – ﹤0.01% 1060
2023
Q1 		$2K Hold
15
– – ﹤0.01% 954
2022
Q4 		$1K Sell
15
-27
-64% -$2.09K ﹤0.01% 1127
2022
Q3 		$3K Buy
42
+35
+500% +$2.39K ﹤0.01% 786
2022
Q2 		$0 Buy
+7
New +$583 ﹤0.01% 1356

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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