HFS
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Hughes Financial Services’s Workiva WK Stock Holding History

Hughes 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
2026
Q1 		$60 Buy
+1
New +$70 ﹤0.01% 1417

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Hughes Financial Services's WK Position: Q1 2026 in Review

Hughes Financial Services opened a new position in Workiva (WK) in Q1 2026: 1 share worth $60. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings.

315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Hughes Financial Services held 1 share of Workiva worth $60 as of Q1 2026.
  • Workiva was a new Hughes Financial Services position in Q1 2026.
  • Workiva made up ﹤0.01% of Hughes Financial Services's portfolio in Q1 2026, its #1417 holding.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Hughes Financial Services's 13F filing for Q1 2026, filed 29 Apr 2026.