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Golden State Wealth Management’s Workiva WK Stock Holding History

Golden State Wealth Management’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 		– Sell
-44
Closed -$3.79K – 1739
2025
Q4 		$3.79K Hold
44
– – ﹤0.01% 1285
2025
Q3 		$3.79K Hold
44
– – ﹤0.01% 1298
2025
Q2 		$3.01K Hold
44
– – ﹤0.01% 1308
2025
Q1 		$3.34K Hold
44
– – ﹤0.01% 1245
2024
Q4 		$4.82K Buy
+44
New +$4.06K ﹤0.01% 1129

Other funds holding WK

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Golden State Wealth Management's WK Position: Q1 2026 in Review

Golden State Wealth Management sold out of Workiva (WK) in Q1 2026, closing a stake of 44 shares — an estimated $3.79K sold.

Golden State Wealth Management first reported a position in WK in Q4 2024 and held it in 5 quarters. The position peaked at $4.82K in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Golden State Wealth Management reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 44 Workiva shares in Q1 2026, an estimated $3.79K.
  • Golden State Wealth Management first reported a position in Workiva in Q4 2024 and held it in 5 quarters.
  • Golden State Wealth Management's Workiva position peaked at $4.82K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.