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
Q2 		$146 Buy
3
+2
+200% +$103 ﹤0.01% 1356
2026
Q1 		$60 Buy
+1
New +$70 ﹤0.01% 1417

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

Hughes Financial Services's WK Position: Q2 2026 in Review

Hughes Financial Services increased its Workiva (WK) stake by 200% in Q2 2026, buying an estimated $103 and bringing the position to 3 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Hughes Financial Services first reported a position in WK in Q1 2026 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Hughes Financial Services held 3 shares of Workiva worth $146 as of Q2 2026.
  • Hughes Financial Services bought 2 Workiva shares in Q2 2026, an estimated $103.
  • Workiva made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1356 holding.
  • Hughes Financial Services first reported a position in Workiva in Q1 2026 and has held it in 2 quarters since.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

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