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Investor's Fiduciary Advisor Network’s Workiva WK Stock Holding History

Investor's Fiduciary Advisor Network’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 		$450K Hold
7,560
– – 0.14% 165
2025
Q4 		$652K Hold
7,560
– – 0.14% 147
2025
Q3 		$650K Hold
7,560
– – 0.22% 112
2025
Q2 		$517K Hold
7,560
– – 0.19% 128
2025
Q1 		$573K Hold
7,560
– – 0.27% 94
2024
Q4 		$827K Buy
+7,560
New +$697K 0.32% 81

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

Investor's Fiduciary Advisor Network's WK Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network held its Workiva (WK) position steady in Q1 2026 at 7,560 shares worth $450K. The position accounts for 0.14% of the portfolio, ranked #165.

Investor's Fiduciary Advisor Network first reported a position in WK in Q4 2024 and has held it in 6 quarters since. The position peaked at $827K in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 7,560 shares of Workiva worth $450K as of Q1 2026.
  • Investor's Fiduciary Advisor Network left its Workiva share count unchanged in Q1 2026.
  • Workiva made up 0.14% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #165 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Workiva in Q4 2024 and has held it in 6 quarters since.
  • Investor's Fiduciary Advisor Network's Workiva position peaked at $827K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.