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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
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 $5.72T 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

TFC Financial Management's WK Position: Q1 2026 in Review

TFC Financial Management opened a new position in Workiva (WK) in Q1 2026: 1 share worth $60. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in WK as recently as Q2 2024.

TFC Financial Management first reported a position in WK in Q2 2024 and has held it in 2 quarters since. The position peaked at $73 in Q2 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • TFC Financial Management held 1 share of Workiva worth $60 as of Q1 2026.
  • Workiva was a new TFC Financial Management position in Q1 2026.
  • Workiva made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #934 holding.
  • TFC Financial Management first reported a position in Workiva in Q2 2024 and has held it in 2 quarters since.
  • TFC Financial Management's Workiva position peaked at $73 in Q2 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.