Raymond James Financial
WK icon

Raymond James Financial’s Workiva WK Stock Holding History

Raymond James Financial’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
Q1 		$1.92M Sell
32,197
-14,087
-30% -$982K ﹤0.01% 3393
2025
Q4 		$3.99M Sell
46,284
-2,781
-6% -$246K ﹤0.01% 2689
2025
Q3 		$4.22M Sell
49,065
-2,174
-4% -$163K ﹤0.01% 2583
2025
Q2 		$3.51M Sell
51,239
-1,295
-2% -$89.1K ﹤0.01% 2629
2025
Q1 		$3.99M Sell
52,534
-54
-0.1% -$5.1K ﹤0.01% 2475
2024
Q4 		$5.76M Buy
+52,588
New +$4.85M ﹤0.01% 2232

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Raymond James Financial's WK Position: Q1 2026 in Review

Raymond James Financial reduced its Workiva (WK) stake by 30% in Q1 2026, selling an estimated $982K and leaving 32,197 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #3393.

Raymond James Financial first reported a position in WK in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.76M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Raymond James Financial held 32,197 shares of Workiva worth $1.92M as of Q1 2026.
  • Raymond James Financial sold 14,087 Workiva shares in Q1 2026, an estimated $982K.
  • Workiva made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3393 holding.
  • Raymond James Financial first reported a position in Workiva in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Workiva position peaked at $5.76M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.