Empower Advisory Group
WK icon

Empower Advisory Group’s Workiva WK Stock Holding History

Empower Advisory Group’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 		$508K Hold
8,521
– – ﹤0.01% 321
2025
Q4 		$735K Hold
8,521
– – ﹤0.01% 288
2025
Q3 		$733K Hold
8,521
– – ﹤0.01% 280
2025
Q2 		$583K Hold
8,521
– – ﹤0.01% 306
2025
Q1 		$647K Hold
8,521
– – ﹤0.01% 289
2024
Q4 		$933K Sell
8,521
-11
-0.1% -$1.01K ﹤0.01% 240
2024
Q3 		$675K Buy
8,532
+11
+0.1% +$826 ﹤0.01% 277
2024
Q2 		$622K Hold
8,521
– – ﹤0.01% 277
2024
Q1 		$723K Hold
8,521
– – ﹤0.01% 257
2023
Q4 		$865K Sell
8,521
-140
-2% -$13.5K ﹤0.01% 242
2023
Q3 		$878K Sell
8,661
-22
-0.3% -$2.29K ﹤0.01% 236
2023
Q2 		$883K Buy
8,683
+12
+0.1% +$1.15K ﹤0.01% 244
2023
Q1 		$875K Buy
+8,671
New +$786K ﹤0.01% 249

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VPM
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JCAM
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VCM
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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