JFS Wealth Advisors’s Workiva WK Stock Holding History

JFS Wealth Advisors’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	$243	Sell	5 -6	-55%	-$309	﹤0.01%	2115
2026 Q1	$656	Sell	11 -11	-50%	-$767	﹤0.01%	1741
2025 Q4	$1.9K	Buy	22 +11	+100%	+$974	﹤0.01%	1562
2025 Q3	$947	Buy	11 +8	+267%	+$601	﹤0.01%	1643
2025 Q2	$206	Sell	3 -5	-63%	-$344	﹤0.01%	1780
2025 Q1	$608	Buy	+8	New	+$756	﹤0.01%	1746
2024 Q1	–	Sell	-5	Closed	-$508	–	2040
2023 Q4	$508	Sell	5 -1	-17%	-$96	﹤0.01%	1802
2023 Q3	$609	Hold	6	–	–	﹤0.01%	1710
2023 Q2	$610	Hold	6	–	–	﹤0.01%	1726
2023 Q1	$615	Buy	+6	New	+$544	﹤0.01%	1690

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

JFS Wealth Advisors's WK Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Workiva (WK) stake by 55% in Q2 2026, selling an estimated $309 and leaving 5 shares worth $243. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

JFS Wealth Advisors first reported a position in WK in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.9K in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

JFS Wealth Advisors held 5 shares of Workiva worth $243 as of Q2 2026.
JFS Wealth Advisors sold 6 Workiva shares in Q2 2026, an estimated $309.
Workiva made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2115 holding.
JFS Wealth Advisors first reported a position in Workiva in Q1 2023 and has held it in 10 quarters since.
JFS Wealth Advisors's Workiva position peaked at $1.9K in Q4 2025.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.