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Sonora Investment Management Group’s Workiva WK Stock Holding History

Sonora Investment Management Group’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
Q3 		$312K Sell
3,619
-35
-1% -$2.63K 0.02% 222
2025
Q2 		$250K Hold
3,654
– – 0.02% 237
2025
Q1 		$277K Hold
3,654
– – 0.02% 229
2024
Q4 		$400K Hold
3,654
– – 0.03% 189
2024
Q3 		$289K Hold
3,654
– – 0.02% 224
2024
Q2 		$310K Hold
3,654
– – 0.02% 221
2024
Q1 		$310K Hold
3,654
– – 0.02% 222
2023
Q4 		$371K Buy
3,654
+35
+1% +$3.38K 0.03% 187
2023
Q3 		$367K Hold
3,619
– – 0.03% 187
2023
Q2 		$368K Hold
3,619
– – 0.03% 184
2023
Q1 		$371K Hold
3,619
– – 0.03% 184
2022
Q4 		$304K Hold
3,619
– – 0.03% 208
2022
Q3 		$239K Hold
3,619
– – 0.03% 176
2022
Q2 		$239K Hold
3,619
– – 0.02% 209
2022
Q1 		$427K Hold
3,619
– – 0.05% 142
2021
Q4 		$472K Buy
+3,619
New +$510K 0.05% 138

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Sonora Investment Management Group's WK Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Workiva (WK) stake by 0.96% in Q3 2025, selling an estimated $2.63K and leaving 3,619 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #222.

Sonora Investment Management Group first reported a position in WK in Q4 2021 and has held it in 16 quarters since. The position peaked at $472K in Q4 2021. 313 funds tracked by Wall St. Rank hold WK as of Q3 2025.

  • Sonora Investment Management Group held 3,619 shares of Workiva worth $312K as of Q3 2025.
  • Sonora Investment Management Group sold 35 Workiva shares in Q3 2025, an estimated $2.63K.
  • Workiva made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #222 holding.
  • Sonora Investment Management Group first reported a position in Workiva in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Workiva position peaked at $472K in Q4 2021.
  • 313 funds tracked by Wall St. Rank held Workiva as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.