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SBI Securities’s Workiva WK Stock Holding History

SBI 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
2026
Q2 		$1.02K Sell
21
-10
-32% -$515 ﹤0.01% 2800
2026
Q1 		$1.85K Hold
31
– – ﹤0.01% 2447
2025
Q4 		$2.67K Sell
31
-1
-3% -$89 ﹤0.01% 2283
2025
Q3 		$2.75K Hold
32
– – ﹤0.01% 2302
2025
Q2 		$2.19K Hold
32
– – ﹤0.01% 2343
2025
Q1 		$2.43K Hold
32
– – ﹤0.01% 2213
2024
Q4 		$3.5K Buy
+32
New +$2.95K ﹤0.01% 2065

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

SBI Securities's WK Position: Q2 2026 in Review

SBI Securities reduced its Workiva (WK) stake by 32% in Q2 2026, selling an estimated $515 and leaving 21 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2800.

SBI Securities first reported a position in WK in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.5K in Q4 2024. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • SBI Securities held 21 shares of Workiva worth $1.02K as of Q2 2026.
  • SBI Securities sold 10 Workiva shares in Q2 2026, an estimated $515.
  • Workiva made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2800 holding.
  • SBI Securities first reported a position in Workiva in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Workiva position peaked at $3.5K in Q4 2024.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.