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Global Financial Private Client’s Workiva WK Stock Holding History

Global Financial Private Client’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 		– Sell
-24
Closed -$1.82K – 1599
2025
Q1 		$1.82K Buy
+24
New +$2.27K ﹤0.01% 889

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Global Financial Private Client's WK Position: Q2 2025 in Review

Global Financial Private Client sold out of Workiva (WK) in Q2 2025, closing a stake of 24 shares — an estimated $1.82K sold.

Global Financial Private Client first reported a position in WK in Q1 2025 and held it in 1 quarter. The position peaked at $1.82K in Q1 2025. 312 funds tracked by Wall St. Rank hold WK as of Q2 2025.

  • Global Financial Private Client reported no remaining Workiva position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 24 Workiva shares in Q2 2025, an estimated $1.82K.
  • Global Financial Private Client first reported a position in Workiva in Q1 2025 and held it in 1 quarter.
  • Global Financial Private Client's Workiva position peaked at $1.82K in Q1 2025.
  • 312 funds tracked by Wall St. Rank held Workiva as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.