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TFC Financial Management’s Workiva WK Stock Holding History

TFC Financial Management’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
Q2 		– Sell
-1
Closed -$60 – 1086
2026
Q1 		$60 Buy
+1
New +$70 ﹤0.01% 934
2024
Q3 		– Sell
-1
Closed -$73 – 1105
2024
Q2 		$73 Buy
+1
New +$79 ﹤0.01% 871

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
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

TFC Financial Management's WK Position: Q2 2026 in Review

TFC Financial Management sold out of Workiva (WK) in Q2 2026, closing a stake of 1 share — an estimated $60 sold.

TFC Financial Management first reported a position in WK in Q2 2024 and held it in 2 quarters. The position peaked at $73 in Q2 2024. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • TFC Financial Management reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • TFC Financial Management sold 1 Workiva share in Q2 2026, an estimated $60.
  • TFC Financial Management first reported a position in Workiva in Q2 2024 and held it in 2 quarters.
  • TFC Financial Management's Workiva position peaked at $73 in Q2 2024.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.