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Godfrey Financial Associates’s Workiva WK Stock Holding History

Godfrey Financial Associates’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 		$1.07K Hold
22
– – ﹤0.01% 783
2026
Q1 		$1.31K Buy
22
+4
+22% +$279 ﹤0.01% 729
2025
Q4 		$1.55K Buy
+18
New +$1.59K ﹤0.01% 674

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

Godfrey Financial Associates's WK Position: Q2 2026 in Review

Godfrey Financial Associates held its Workiva (WK) position steady in Q2 2026 at 22 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Godfrey Financial Associates first reported a position in WK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.55K in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Godfrey Financial Associates held 22 shares of Workiva worth $1.07K as of Q2 2026.
  • Godfrey Financial Associates left its Workiva share count unchanged in Q2 2026.
  • Workiva made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #783 holding.
  • Godfrey Financial Associates first reported a position in Workiva in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Workiva position peaked at $1.55K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.