Janney Montgomery Scott
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Janney Montgomery Scott’s Workiva WK Stock Holding History

Janney Montgomery Scott’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 		– Sell
-3,965
Closed -$236K – 3193
2026
Q1 		$236K Sell
3,965
-12,335
-76% -$860K ﹤0.01% 2541
2025
Q4 		$1.41M Sell
16,300
-1,717
-10% -$152K ﹤0.01% 1533
2025
Q3 		$1.55M Sell
18,017
-833
-4% -$62.6K ﹤0.01% 1443
2025
Q2 		$1.29M Sell
18,850
-746
-4% -$51.3K ﹤0.01% 1435
2025
Q1 		$1.49M Buy
19,596
+371
+2% +$35K ﹤0.01% 1300
2024
Q4 		$2.1M Sell
19,225
-373
-2% -$34.4K 0.01% 1137
2024
Q3 		$1.55M Buy
19,598
+75
+0.4% +$5.63K ﹤0.01% 1286
2024
Q2 		$1.43M Sell
19,523
-412
-2% -$32.4K ﹤0.01% 1265
2024
Q1 		$1.69M Buy
19,935
+821
+4% +$73.9K 0.01% 1234
2023
Q4 		$1.94M Buy
19,114
+82
+0.4% +$7.91K 0.01% 1121
2023
Q3 		$1.93M Buy
19,032
+16
+0.1% +$1.66K 0.01% 1042
2023
Q2 		$1.93M Sell
19,016
-247
-1% -$23.7K 0.01% 1088
2023
Q1 		$1.97M Buy
19,263
+594
+3% +$53.8K 0.01% 981
2022
Q4 		$1.57M Sell
18,669
-1,246
-6% -$96.6K 0.01% 1133
2022
Q3 		$1.55M Buy
19,915
+7,582
+61% +$518K 0.01% 1098
2022
Q2 		$822K Sell
12,333
-31
-0.3% -$2.58K ﹤0.01% 1341
2022
Q1 		$1.46M Buy
12,364
+8,452
+216% +$934K 0.01% 1067
2021
Q4 		$510K Buy
3,912
+817
+26% +$115K ﹤0.01% 1713
2021
Q3 		$436K Sell
3,095
-5
-0.2% -$677 ﹤0.01% 1738
2021
Q2 		$345K Buy
3,100
+14
+0.5% +$1.36K ﹤0.01% 1839
2021
Q1 		$272K Buy
3,086
+60
+2% +$5.94K ﹤0.01% 1904
2020
Q4 		$277K Buy
+3,026
New +$213K ﹤0.01% 1933

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 $3.37T AUM 44.26% 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

Janney Montgomery Scott's WK Position: Q2 2026 in Review

Janney Montgomery Scott sold out of Workiva (WK) in Q2 2026, closing a stake of 3,965 shares — an estimated $236K sold.

Janney Montgomery Scott first reported a position in WK in Q4 2020 and held it in 22 quarters. The position peaked at $2.1M in Q4 2024. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Janney Montgomery Scott reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 3,965 Workiva shares in Q2 2026, an estimated $236K.
  • Janney Montgomery Scott first reported a position in Workiva in Q4 2020 and held it in 22 quarters.
  • Janney Montgomery Scott's Workiva position peaked at $2.1M in Q4 2024.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.