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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
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 $5.72T AUM 30.48% 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 $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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

SBI Securities's WK Position: Q1 2026 in Review

SBI Securities held its Workiva (WK) position steady in Q1 2026 at 31 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

SBI Securities first reported a position in WK in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.5K in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • SBI Securities held 31 shares of Workiva worth $1.85K as of Q1 2026.
  • SBI Securities left its Workiva share count unchanged in Q1 2026.
  • Workiva made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #2447 holding.
  • SBI Securities first reported a position in Workiva in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's Workiva position peaked at $3.5K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.