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First Horizon Advisors’s Workiva WK Stock Holding History

First Horizon 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
2025
Q2 		$34K Hold
497
– – ﹤0.01% 1204
2025
Q1 		$37.7K Hold
497
– – ﹤0.01% 1056
2024
Q4 		$54.4K Hold
497
– – ﹤0.01% 914
2024
Q3 		$39.3K Hold
497
– – ﹤0.01% 1093
2024
Q2 		$36.3K Sell
497
-16
-3% -$1.26K ﹤0.01% 1064
2024
Q1 		$43.5K Sell
513
-71
-12% -$6.39K ﹤0.01% 1019
2023
Q4 		$59.3K Sell
584
-44
-7% -$4.24K ﹤0.01% 845
2023
Q3 		$63.6K Buy
628
+29
+5% +$3.01K ﹤0.01% 758
2023
Q2 		$60.9K Hold
599
– – ﹤0.01% 800
2023
Q1 		$61.3K Sell
599
-66
-10% -$5.98K ﹤0.01% 803
2022
Q4 		$55.8K Hold
665
– – ﹤0.01% 821
2022
Q3 		$51K Buy
665
+7
+1% +$478 ﹤0.01% 835
2022
Q2 		$43K Buy
658
+512
+351% +$42.6K ﹤0.01% 992
2022
Q1 		$17K Sell
146
-546
-79% -$60.4K ﹤0.01% 943
2021
Q4 		$90K Sell
692
-98
-12% -$13.8K ﹤0.01% 712
2021
Q3 		$110K Sell
790
-8
-1% -$1.08K ﹤0.01% 651
2021
Q2 		$88K Buy
798
+4
+0.5% +$388 ﹤0.01% 583
2021
Q1 		$70K Sell
794
-75
-9% -$7.42K ﹤0.01% 617
2020
Q4 		$79K Hold
869
– – 0.01% 488
2020
Q3 		$48K Buy
869
+45
+5% +$2.5K ﹤0.01% 557
2020
Q2 		$44K Buy
824
+47
+6% +$1.93K ﹤0.01% 562
2020
Q1 		$25K Hold
777
– – ﹤0.01% 659
2019
Q4 		$32K Buy
777
+56
+8% +$2.36K ﹤0.01% 704
2019
Q3 		$31K Buy
721
+408
+130% +$21.5K ﹤0.01% 695
2019
Q2 		$18K Hold
313
– – ﹤0.01% 906
2019
Q1 		$15K Hold
313
– – ﹤0.01% 930
2018
Q4 		$11K Hold
313
– – ﹤0.01% 993
2018
Q3 		$12K Hold
313
– – ﹤0.01% 1044
2018
Q2 		$7K Hold
313
– – ﹤0.01% 1238
2018
Q1 		$7K Buy
+313
New +$7.2K ﹤0.01% 1127

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

First Horizon Advisors's WK Position: Q2 2025 in Review

First Horizon Advisors held its Workiva (WK) position steady in Q2 2025 at 497 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

First Horizon Advisors first reported a position in WK in Q1 2018 and has held it in 30 quarters since. The position peaked at $110K in Q3 2021. 312 funds tracked by Wall St. Rank hold WK as of Q2 2025.

  • First Horizon Advisors held 497 shares of Workiva worth $34K as of Q2 2025.
  • First Horizon Advisors left its Workiva share count unchanged in Q2 2025.
  • Workiva made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1204 holding.
  • First Horizon Advisors first reported a position in Workiva in Q1 2018 and has held it in 30 quarters since.
  • First Horizon Advisors's Workiva position peaked at $110K in Q3 2021.
  • 312 funds tracked by Wall St. Rank held Workiva as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.