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Horizon Financial Services’s Workhorse Group WKHS Stock Holding History

Horizon Financial Services’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3 Hold
1
– – ﹤0.01% 595
2026
Q1 		$3 Hold
1
– – ﹤0.01% 375
2025
Q4 		$5 Buy
+1
New +$10 ﹤0.01% 360
2025
Q3 		– Hold
0
– – – 350
2025
Q2 		– Hold
0
– – – 314
2025
Q1 		– Hold
0
– – – 292
2024
Q4 		– Hold
0
– – – 247
2024
Q3 		– Hold
0
– – – 262
2024
Q2 		– Hold
0
– – – 257
2024
Q1 		– Hold
0
– – – 248

Other funds holding WKHS

JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Horizon Financial Services's WKHS Position: Q2 2026 in Review

Horizon Financial Services held its Workhorse Group (WKHS) position steady in Q2 2026 at 1 share worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Horizon Financial Services first reported a position in WKHS in Q4 2025 and has held it in 3 quarters since. The position peaked at $5 in Q4 2025. 23 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

  • Horizon Financial Services held 1 share of Workhorse Group worth $3 as of Q2 2026.
  • Horizon Financial Services left its Workhorse Group share count unchanged in Q2 2026.
  • Workhorse Group made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #595 holding.
  • Horizon Financial Services first reported a position in Workhorse Group in Q4 2025 and has held it in 3 quarters since.
  • Horizon Financial Services's Workhorse Group position peaked at $5 in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.