SFG
WK icon

Steward Financial Group’s Workiva WK Stock Holding History

Steward Financial 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
2023
Q3 		$0 Buy
+8
New +$831 ﹤0.01% 1583
2023
Q2 		– Sell
-7
Closed – – 1009
2023
Q1 		$0 Buy
+7
New +$634 ﹤0.01% 927

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Steward Financial Group's WK Position: Q3 2023 in Review

Steward Financial Group opened a new position in Workiva (WK) in Q3 2023: 8 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1583 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WK as recently as Q1 2023.

Steward Financial Group first reported a position in WK in Q1 2023 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold WK as of Q3 2023.

  • Steward Financial Group held 8 shares of Workiva worth $0 as of Q3 2023.
  • Workiva was a new Steward Financial Group position in Q3 2023.
  • Workiva made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1583 holding.
  • Steward Financial Group first reported a position in Workiva in Q1 2023 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held Workiva as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.