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
Q2 		$364K Buy
7,506
+1,285
+21% +$66.2K ﹤0.01% 2158
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Focus Partners Wealth's WK Position: Q2 2026 in Review

Focus Partners Wealth increased its Workiva (WK) stake by 21% in Q2 2026, buying an estimated $66.2K and bringing the position to 7,506 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Focus Partners Wealth first reported a position in WK in Q4 2025 and has held it in 3 quarters since. The position peaked at $730K in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Focus Partners Wealth held 7,506 shares of Workiva worth $364K as of Q2 2026.
  • Focus Partners Wealth bought 1,285 Workiva shares in Q2 2026, an estimated $66.2K.
  • Workiva made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2158 holding.
  • Focus Partners Wealth first reported a position in Workiva in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Workiva position peaked at $730K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.