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Hantz Financial Services’s Workiva WK Stock Holding History

Hantz Financial Services’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
Q3 		– Sell
-8
Closed -$1K – 2466
2025
Q2 		$1K Hold
8
– – ﹤0.01% 2158
2025
Q1 		$1K Sell
8
-8
-50% -$756 ﹤0.01% 1638
2024
Q4 		$2K Sell
16
-14
-47% -$1.29K ﹤0.01% 1005
2024
Q3 		$2K Sell
30
-2,747
-99% -$206K ﹤0.01% 986
2024
Q2 		$203K Sell
2,777
-834
-23% -$65.6K ﹤0.01% 563
2024
Q1 		$306K Sell
3,611
-70
-2% -$6.3K 0.01% 535
2023
Q4 		$374K Sell
3,681
-147
-4% -$14.2K 0.01% 514
2023
Q3 		$388K Sell
3,828
-201
-5% -$20.9K 0.01% 502
2023
Q2 		$410K Sell
4,029
-47
-1% -$4.52K 0.01% 489
2023
Q1 		$417K Sell
4,076
-380
-9% -$34.4K 0.01% 484
2022
Q4 		$374K Buy
4,456
+365
+9% +$28.3K 0.01% 486
2022
Q3 		$318K Buy
4,091
+255
+7% +$17.4K 0.01% 476
2022
Q2 		$253K Buy
3,836
+2,005
+110% +$167K 0.01% 493
2022
Q1 		$216K Buy
+1,831
New +$202K 0.01% 520

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Hantz Financial Services's WK Position: Q3 2025 in Review

Hantz Financial Services sold out of Workiva (WK) in Q3 2025, closing a stake of 8 shares — an estimated $1K sold.

Hantz Financial Services first reported a position in WK in Q1 2022 and held it in 14 quarters. The position peaked at $417K in Q1 2023. 313 funds tracked by Wall St. Rank hold WK as of Q3 2025.

  • Hantz Financial Services reported no remaining Workiva position as of Q3 2025 after selling out during the quarter.
  • Hantz Financial Services sold 8 Workiva shares in Q3 2025, an estimated $1K.
  • Hantz Financial Services first reported a position in Workiva in Q1 2022 and held it in 14 quarters.
  • Hantz Financial Services's Workiva position peaked at $417K in Q1 2023.
  • 313 funds tracked by Wall St. Rank held Workiva as of Q3 2025.

Based on Hantz Financial Services's 13F filing for Q3 2025, filed 5 Nov 2025.