TD Private Client Wealth’s Workiva WK Stock Holding History

TD Private Client 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
2026 Q1	–	Sell	-7	Closed	-$604	–	1744
2025 Q4	$604	Buy	+7	New	+$620	﹤0.01%	1467
2024 Q1	–	Sell	-52	Closed	-$5.28K	–	1274
2023 Q4	$5.28K	Hold	52	–	–	﹤0.01%	1109
2023 Q3	$5.27K	Hold	52	–	–	﹤0.01%	1113
2023 Q2	$5.29K	Hold	52	–	–	﹤0.01%	1124
2023 Q1	$5.33K	Hold	52	–	–	﹤0.01%	1102
2022 Q4	$4.37K	Sell	52 -110	-68%	-$8.53K	﹤0.01%	1088
2022 Q3	$12.6K	Buy	162 +88	+119%	+$6.01K	﹤0.01%	971
2022 Q2	$4.88K	Hold	74	–	–	﹤0.01%	1068
2022 Q1	$8.73K	Sell	74 -1,418	-95%	-$157K	﹤0.01%	1051
2021 Q4	$195K	Hold	1,492	–	–	0.01%	556
2021 Q3	$210K	Hold	1,492	–	–	0.01%	517
2021 Q2	$166K	Hold	1,492	–	–	0.01%	548
2021 Q1	$132K	Hold	1,492	–	–	0.01%	560
2020 Q4	$137K	Hold	1,492	–	–	0.01%	524
2020 Q3	$83.2K	Buy	+1,492	New	+$83K	﹤0.01%	549

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

TD Private Client Wealth's WK Position: Q1 2026 in Review

TD Private Client Wealth sold out of Workiva (WK) in Q1 2026, closing a stake of 7 shares — an estimated $604 sold.

TD Private Client Wealth first reported a position in WK in Q3 2020 and held it in 15 quarters. The position peaked at $210K in Q3 2021. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

TD Private Client Wealth reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
TD Private Client Wealth sold 7 Workiva shares in Q1 2026, an estimated $604.
TD Private Client Wealth first reported a position in Workiva in Q3 2020 and held it in 15 quarters.
TD Private Client Wealth's Workiva position peaked at $210K in Q3 2021.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.