Trinity Financial Advisors
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Trinity Financial Advisors’s Workday WDAY Stock Holding History

Trinity Financial Advisors’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$318K Sell
1,672
-325
-16% -$56.6K 0.08% 76
2026
Q2 		$244K Buy
1,997
+278
+16% +$35.2K 0.06% 86
2026
Q1 		$223K Buy
+1,719
New +$273K 0.06% 82

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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Trinity Financial Advisors's WDAY Position: Q3 2026 in Review

Trinity Financial Advisors reduced its Workday (WDAY) stake by 16% in Q3 2026, selling an estimated $56.6K and leaving 1,672 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #76.

Trinity Financial Advisors first reported a position in WDAY in Q1 2026 and has held it in 3 quarters since. 498 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Trinity Financial Advisors held 1,672 shares of Workday worth $318K as of Q3 2026.
  • Trinity Financial Advisors sold 325 Workday shares in Q3 2026, an estimated $56.6K.
  • Workday made up 0.08% of Trinity Financial Advisors's portfolio in Q3 2026, its #76 holding.
  • Trinity Financial Advisors first reported a position in Workday in Q1 2026 and has held it in 3 quarters since.
  • 498 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.