FNWA
WK icon

Financial Network Wealth Advisors’s Workiva WK Stock Holding History

Financial Network Wealth Advisors’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 		$4.05K Hold
68
– – ﹤0.01% 568
2025
Q4 		$5.87K Hold
68
– – 0.01% 527
2025
Q3 		$5.85K Hold
68
– – 0.01% 518
2025
Q2 		$4.66K Hold
68
– – 0.01% 529
2025
Q1 		$5.16K Hold
68
– – 0.01% 494
2024
Q4 		$7.45K Hold
68
– – 0.01% 329
2024
Q3 		$5.38K Hold
68
– – ﹤0.01% 520
2024
Q2 		$4.96K Buy
+68
New +$5.35K ﹤0.01% 580

Other funds holding WK

BlackRock
BlackRock New York $5.7T 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