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Focus Partners Advisor Solutions’s Workiva WK Stock Holding History

Focus Partners Advisor Solutions’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
-3,934
Closed -$339K – 1374
2025
Q4 		$339K Buy
+3,934
New +$348K ﹤0.01% 850

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

Focus Partners Advisor Solutions's WK Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of Workiva (WK) in Q1 2026, closing a stake of 3,934 shares — an estimated $339K sold.

Focus Partners Advisor Solutions first reported a position in WK in Q4 2025 and held it in 1 quarter. The position peaked at $339K in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Focus Partners Advisor Solutions reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 3,934 Workiva shares in Q1 2026, an estimated $339K.
  • Focus Partners Advisor Solutions first reported a position in Workiva in Q4 2025 and held it in 1 quarter.
  • Focus Partners Advisor Solutions's Workiva position peaked at $339K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.