IFC & Insurance Marketing’s Workiva WK Stock Holding History

IFC & Insurance Marketing’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	-10	Closed	-$1K	–	697
2025 Q4	$1K	Buy	+10	New	+$885	﹤0.01%	721

Other funds holding WK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

IFC & Insurance Marketing's WK Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Workiva (WK) in Q1 2026, closing a stake of 10 shares — an estimated $1K sold.

IFC & Insurance Marketing first reported a position in WK in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

IFC & Insurance Marketing reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 10 Workiva shares in Q1 2026, an estimated $1K.
IFC & Insurance Marketing first reported a position in Workiva in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Workiva position peaked at $1K in Q4 2025.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.