Focus Partners Wealth
WK icon

Focus Partners Wealth’s Workiva WK Stock Holding History

Focus Partners Wealth’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 		$371K Sell
6,221
-2,237
-26% -$156K ﹤0.01% 2074
2025
Q4 		$730K Buy
+8,458
New +$749K ﹤0.01% 1768

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 Wealth's WK Position: Q1 2026 in Review

Focus Partners Wealth reduced its Workiva (WK) stake by 26% in Q1 2026, selling an estimated $156K and leaving 6,221 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Focus Partners Wealth first reported a position in WK in Q4 2025 and has held it in 2 quarters since. The position peaked at $730K in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Focus Partners Wealth held 6,221 shares of Workiva worth $371K as of Q1 2026.
  • Focus Partners Wealth sold 2,237 Workiva shares in Q1 2026, an estimated $156K.
  • Workiva made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2074 holding.
  • Focus Partners Wealth first reported a position in Workiva in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's Workiva position peaked at $730K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.