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SVB Wealth’s Workiva WK Stock Holding History

SVB Wealth’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
Q2 		– Sell
-345
Closed -$26.2K – 1628
2025
Q1 		$26.2K Buy
+345
New +$32.6K ﹤0.01% 701
2023
Q2 		– Sell
-100,896
Closed -$10.3M – 1015
2023
Q1 		$10.3M Buy
100,896
+11
+0% +$997 0.14% 121
2022
Q4 		$8.47M Sell
100,885
-335
-0.3% -$26K 0.11% 131
2022
Q3 		$7.88M Buy
+101,220
New +$6.91M 0.12% 135

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

SVB Wealth's WK Position: Q2 2025 in Review

SVB Wealth sold out of Workiva (WK) in Q2 2025, closing a stake of 345 shares — an estimated $26.2K sold.

SVB Wealth first reported a position in WK in Q3 2022 and held it in 4 quarters. The position peaked at $10.3M in Q1 2023. 312 funds tracked by Wall St. Rank hold WK as of Q2 2025.

  • SVB Wealth reported no remaining Workiva position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 345 Workiva shares in Q2 2025, an estimated $26.2K.
  • SVB Wealth first reported a position in Workiva in Q3 2022 and held it in 4 quarters.
  • SVB Wealth's Workiva position peaked at $10.3M in Q1 2023.
  • 312 funds tracked by Wall St. Rank held Workiva as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.