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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Sunbelt Securities's WK Position: Q1 2026 in Review

Sunbelt Securities sold out of Workiva (WK) in Q1 2026, closing a stake of 26 shares — an estimated $2.24K sold.

Sunbelt Securities first reported a position in WK in Q1 2023 and held it in 12 quarters. The position peaked at $17.2K in Q2 2023. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Sunbelt Securities reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 26 Workiva shares in Q1 2026, an estimated $2.24K.
  • Sunbelt Securities first reported a position in Workiva in Q1 2023 and held it in 12 quarters.
  • Sunbelt Securities's Workiva position peaked at $17.2K in Q2 2023.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.