Oxford Financial Group’s Workiva WK Stock Holding History

Oxford Financial Group’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 Q1	–	Sell	-2,300	Closed	-$252K	–	307
2024 Q4	$252K	Buy	+2,300	New	+$212K	0.02%	221

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Oxford Financial Group's WK Position: Q1 2025 in Review

Oxford Financial Group sold out of Workiva (WK) in Q1 2025, closing a stake of 2,300 shares — an estimated $252K sold.

Oxford Financial Group first reported a position in WK in Q4 2024 and held it in 1 quarter. The position peaked at $252K in Q4 2024. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

Oxford Financial Group reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
Oxford Financial Group sold 2,300 Workiva shares in Q1 2025, an estimated $252K.
Oxford Financial Group first reported a position in Workiva in Q4 2024 and held it in 1 quarter.
Oxford Financial Group's Workiva position peaked at $252K in Q4 2024.
329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.