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Principal Securities’s Workiva WK Stock Holding History

Principal Securities’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
Q4 		– Sell
-37
Closed -$3.19K – 3491
2025
Q3 		$3.19K Hold
37
– – ﹤0.01% 3104
2025
Q2 		$2.53K Hold
37
– – ﹤0.01% 3068
2025
Q1 		$4.05K Hold
37
– – ﹤0.01% 2841
2024
Q4 		$4.05K Buy
37
+13
+54% +$1.2K ﹤0.01% 2838
2024
Q3 		$1.9K Buy
24
+2
+9% +$150 ﹤0.01% 2968
2024
Q2 		$1.61K Sell
22
-27
-55% -$2.13K ﹤0.01% 2970
2024
Q1 		$4.16K Buy
49
+26
+113% +$2.34K ﹤0.01% 2671
2023
Q4 		$2.33K Buy
+23
New +$2.22K ﹤0.01% 2771

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Principal Securities's WK Position: Q4 2025 in Review

Principal Securities sold out of Workiva (WK) in Q4 2025, closing a stake of 37 shares — an estimated $3.19K sold.

Principal Securities first reported a position in WK in Q4 2023 and held it in 8 quarters. The position peaked at $4.16K in Q1 2024. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

  • Principal Securities reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 37 Workiva shares in Q4 2025, an estimated $3.19K.
  • Principal Securities first reported a position in Workiva in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Workiva position peaked at $4.16K in Q1 2024.
  • 348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.