JNBA Financial Advisors’s Workhorse Group WKHS Stock Holding History

JNBA Financial Advisors’s Portfolio WKHS Stock Details WKHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4	Hold	1	–	–	﹤0.01%	829
2026 Q1	$4	Hold	1	–	–	﹤0.01%	819
2025 Q4	$6	Buy	+1	New	+$10	﹤0.01%	796
2025 Q3	–	Hold	0	–	–	–	651
2025 Q2	–	Hold	0	–	–	–	650
2025 Q1	–	Hold	0	–	–	–	646
2024 Q4	–	Hold	0	–	–	–	646
2024 Q3	–	Hold	0	–	–	–	649
2024 Q2	–	Hold	0	–	–	–	637
2024 Q1	–	Hold	0	–	–	–	661
2023 Q4	–	Hold	0	–	–	–	695
2023 Q3	–	Hold	0	–	–	–	723
2023 Q2	–	Hold	0	–	–	–	687
2023 Q1	–	Hold	0	–	–	–	688
2022 Q4	–	Hold	0	–	–	–	622
2022 Q3	–	Hold	0	–	–	–	625
2022 Q2	–	Hold	0	–	–	–	705
2022 Q1	–	Hold	0	–	–	–	610
2021 Q4	–	Hold	0	–	–	–	765
2021 Q3	–	Hold	0	–	–	–	625
2021 Q2	–	Hold	0	–	–	–	500
2021 Q1	–	Hold	0	–	–	–	496

Other funds holding WKHS

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

JNBA Financial Advisors's WKHS Position: Q2 2026 in Review

JNBA Financial Advisors held its Workhorse Group (WKHS) position steady in Q2 2026 at 1 share worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #829.

JNBA Financial Advisors first reported a position in WKHS in Q4 2025 and has held it in 3 quarters since. The position peaked at $6 in Q4 2025. 65 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

JNBA Financial Advisors held 1 share of Workhorse Group worth $4 as of Q2 2026.
JNBA Financial Advisors left its Workhorse Group share count unchanged in Q2 2026.
Workhorse Group made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #829 holding.
JNBA Financial Advisors first reported a position in Workhorse Group in Q4 2025 and has held it in 3 quarters since.
JNBA Financial Advisors's Workhorse Group position peaked at $6 in Q4 2025.
65 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.