Focus Partners Advisor Solutions
WK icon

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
Q3 		$271K Buy
+4,070
New +$268K ﹤0.01% 1151
2026
Q1 		– Sell
-3,934
Closed -$339K – 1374
2025
Q4 		$339K Buy
+3,934
New +$348K ﹤0.01% 850

Other funds holding WK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Focus Partners Advisor Solutions's WK Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in Workiva (WK) in Q3 2026: 4,070 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #1151 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in WK as recently as Q4 2025.

Focus Partners Advisor Solutions first reported a position in WK in Q4 2025 and has held it in 2 quarters since. The position peaked at $339K in Q4 2025. 187 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • Focus Partners Advisor Solutions held 4,070 shares of Workiva worth $271K as of Q3 2026.
  • Workiva was a new Focus Partners Advisor Solutions position in Q3 2026.
  • Workiva made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #1151 holding.
  • Focus Partners Advisor Solutions first reported a position in Workiva in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Advisor Solutions's Workiva position peaked at $339K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.