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CBIZ Investment Advisory Services’s Workiva WK Stock Holding History

CBIZ Investment Advisory 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
Q1 		– Sell
-92
Closed -$7.93K – 743
2025
Q4 		$7.93K Buy
+92
New +$8.15K ﹤0.01% 425

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

CBIZ Investment Advisory Services's WK Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Workiva (WK) in Q1 2026, closing a stake of 92 shares — an estimated $7.93K sold.

CBIZ Investment Advisory Services first reported a position in WK in Q4 2025 and held it in 1 quarter. The position peaked at $7.93K in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 92 Workiva shares in Q1 2026, an estimated $7.93K.
  • CBIZ Investment Advisory Services first reported a position in Workiva in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Workiva position peaked at $7.93K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.