Stifel Financial
WK icon

Stifel Financial’s Workiva WK Stock Holding History

Stifel Financial’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 		$403K Sell
6,756
-33,880
-83% -$2.36M ﹤0.01% 2989
2025
Q4 		$3.5M Sell
40,636
-2,248
-5% -$199K ﹤0.01% 1542
2025
Q3 		$3.69M Sell
42,884
-615
-1% -$46.2K ﹤0.01% 1468
2025
Q2 		$2.98M Sell
43,499
-2,256
-5% -$155K ﹤0.01% 1561
2025
Q1 		$3.47M Buy
45,755
+3,023
+7% +$286K ﹤0.01% 1395
2024
Q4 		$4.68M Sell
42,732
-136
-0.3% -$12.5K ﹤0.01% 1239
2024
Q3 		$3.39M Sell
42,868
-1,165
-3% -$87.5K ﹤0.01% 1432
2024
Q2 		$3.21M Sell
44,033
-7,483
-15% -$589K ﹤0.01% 1405
2024
Q1 		$4.37M Buy
51,516
+2,797
+6% +$252K 0.01% 1224
2023
Q4 		$4.95M Sell
48,719
-851
-2% -$82.1K 0.01% 1100
2023
Q3 		$5.02M Buy
49,570
+935
+2% +$97.2K 0.01% 1033
2023
Q2 		$4.94M Sell
48,635
-768
-2% -$73.8K 0.01% 1046
2023
Q1 		$5.06M Buy
49,403
+3,725
+8% +$338K 0.01% 1010
2022
Q4 		$3.84M Sell
45,678
-5,837
-11% -$452K 0.01% 1125
2022
Q3 		$4.01M Buy
51,515
+18,207
+55% +$1.24M 0.01% 1049
2022
Q2 		$2.2M Sell
33,308
-5,376
-14% -$447K ﹤0.01% 1435
2022
Q1 		$4.56M Buy
38,684
+24,017
+164% +$2.65M 0.01% 1104
2021
Q4 		$1.91M Sell
14,667
-1,884
-11% -$266K ﹤0.01% 1649
2021
Q3 		$2.33M Buy
16,551
+1,819
+12% +$246K ﹤0.01% 1483
2021
Q2 		$1.64M Buy
14,732
+5,493
+59% +$533K ﹤0.01% 1744
2021
Q1 		$815K Sell
9,239
-8,528
-48% -$844K ﹤0.01% 2132
2020
Q4 		$1.63M Buy
17,767
+1,586
+10% +$111K ﹤0.01% 1519
2020
Q3 		$902K Buy
+16,181
New +$900K ﹤0.01% 1709
2019
Q2 		– Sell
-4,240
Closed -$214K – 3059
2019
Q1 		$214K Buy
+4,240
New +$186K ﹤0.01% 2557

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

Stifel Financial's WK Position: Q1 2026 in Review

Stifel Financial reduced its Workiva (WK) stake by 83% in Q1 2026, selling an estimated $2.36M and leaving 6,756 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #2989.

Stifel Financial first reported a position in WK in Q1 2019 and has held it in 24 quarters since. The position peaked at $5.06M in Q1 2023. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Stifel Financial held 6,756 shares of Workiva worth $403K as of Q1 2026.
  • Stifel Financial sold 33,880 Workiva shares in Q1 2026, an estimated $2.36M.
  • Workiva made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2989 holding.
  • Stifel Financial first reported a position in Workiva in Q1 2019 and has held it in 24 quarters since.
  • Stifel Financial's Workiva position peaked at $5.06M in Q1 2023.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.