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Johnson Financial Group Inc (Wisconsin)’s Workiva WK Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q2 		– Sell
-599
Closed -$45.5K – 919
2025
Q1 		$45.5K Hold
599
– – ﹤0.01% 624
2024
Q4 		$58.8K Buy
+599
New +$55.2K ﹤0.01% 463

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Johnson Financial Group Inc (Wisconsin)'s WK Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Workiva (WK) in Q2 2025, closing a stake of 599 shares — an estimated $45.5K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in WK in Q4 2024 and held it in 2 quarters. The position peaked at $58.8K in Q4 2024. 312 funds tracked by Wall St. Rank hold WK as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Workiva position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 599 Workiva shares in Q2 2025, an estimated $45.5K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Workiva in Q4 2024 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Workiva position peaked at $58.8K in Q4 2024.
  • 312 funds tracked by Wall St. Rank held Workiva as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.