SignatureFD’s Workhorse Group WKHS Stock Holding History

SignatureFD’s Portfolio WKHS Stock Details WKHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6	Buy	2 +1	+100%	+$3	﹤0.01%	3545
2026 Q2	$3	Sell	1 -1	-50%	-$3	﹤0.01%	3508
2026 Q1	$6	Hold	2	–	–	﹤0.01%	3449
2025 Q4	$10	Buy	2 +1	+100%	+$10	﹤0.01%	3378
2025 Q3	$7	Hold	1	–	–	﹤0.01%	3366
2025 Q2	$7	Hold	1	–	–	﹤0.01%	3249
2025 Q1	$11	Buy	+1	New	+$71	﹤0.01%	3304
2024 Q4	–	Hold	0	–	–	–	3263
2024 Q3	–	Hold	0	–	–	–	3199
2024 Q2	–	Hold	0	–	–	–	3071
2024 Q1	–	Hold	0	–	–	–	3071
2023 Q4	–	Hold	0	–	–	–	2990
2023 Q3	–	Sell	-1	Closed	-$2.57K	–	3027
2023 Q2	$1.4K	Hold	1	–	–	﹤0.01%	2900
2023 Q1	$2.6K	Hold	1	–	–	﹤0.01%	2726
2022 Q4	$3.5K	Hold	1	–	–	﹤0.01%	2612
2022 Q3	$6K	Hold	1	–	–	﹤0.01%	2386
2022 Q2	$7K	Hold	1	–	–	﹤0.01%	2330
2022 Q1	$9K	Hold	1	–	–	﹤0.01%	2225
2021 Q4	$10K	Hold	1	–	–	﹤0.01%	2146
2021 Q3	$14K	Buy	+1	New	+$30.3K	﹤0.01%	1924
2021 Q2	–	Hold	0	–	–	–	2168
2021 Q1	–	Hold	0	–	–	–	2846
2019 Q3	–	Hold	0	–	–	–	2217
2019 Q2	–	Hold	0	–	–	–	2176
2019 Q1	–	Hold	0	–	–	–	2068

Other funds holding WKHS

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

SignatureFD's WKHS Position: Q3 2026 in Review

SignatureFD increased its Workhorse Group (WKHS) stake by 100% in Q3 2026, buying an estimated $3 and bringing the position to 2 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #3545.

SignatureFD first reported a position in WKHS in Q3 2021 and has held it in 15 quarters since. The position peaked at $14K in Q3 2021. 18 funds tracked by Wall St. Rank hold WKHS as of Q3 2026.

SignatureFD held 2 shares of Workhorse Group worth $6 as of Q3 2026.
SignatureFD bought 1 Workhorse Group share in Q3 2026, an estimated $3.
Workhorse Group made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3545 holding.
SignatureFD first reported a position in Workhorse Group in Q3 2021 and has held it in 15 quarters since.
SignatureFD's Workhorse Group position peaked at $14K in Q3 2021.
18 funds tracked by Wall St. Rank held Workhorse Group as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.