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Sunbelt Securities’s Workiva WK Stock Holding History

Sunbelt 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 		– Sell
-26
Closed -$2.24K – 3090
2025
Q4 		$2.24K Hold
26
– – ﹤0.01% 1852
2025
Q3 		$2.24K Sell
26
-17
-40% -$1.28K ﹤0.01% 1836
2025
Q2 		$4.71K Hold
43
– – ﹤0.01% 1459
2025
Q1 		$3.26K Hold
43
– – ﹤0.01% 1497
2024
Q4 		$4.72K Hold
43
– – ﹤0.01% 1457
2024
Q3 		$3.4K Hold
43
– – ﹤0.01% 1524
2024
Q2 		$3.14K Hold
43
– – ﹤0.01% 1477
2024
Q1 		$3.65K Sell
43
-126
-75% -$11.3K ﹤0.01% 1418
2023
Q4 		$17.2K Hold
169
– – ﹤0.01% 1061
2023
Q3 		$17.1K Hold
169
– – ﹤0.01% 1046
2023
Q2 		$17.2K Buy
169
+79
+88% +$7.6K ﹤0.01% 1059
2023
Q1 		$8.99K Buy
+90
New +$8.15K ﹤0.01% 1155

Other funds holding WK

BlackRock
BlackRock New York $5.7T 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