Truist Financial
WK icon

Truist Financial’s Workiva WK Stock Holding History

Truist Financial’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
-3,837
Closed -$331K – 2922
2025
Q4 		$331K Buy
+3,837
New +$340K ﹤0.01% 2273
2025
Q1 		– Sell
-1,928
Closed -$211K – 2666
2024
Q4 		$211K Buy
+1,928
New +$178K ﹤0.01% 2366
2024
Q2 		– Sell
-2,934
Closed -$249K – 2745
2024
Q1 		$249K Sell
2,934
-334
-10% -$30.1K ﹤0.01% 2385
2023
Q4 		$332K Sell
3,268
-24
-0.7% -$2.31K ﹤0.01% 2243
2023
Q3 		$334K Sell
3,292
-145
-4% -$15.1K ﹤0.01% 2165
2023
Q2 		$349K Sell
3,437
-899
-21% -$86.4K ﹤0.01% 2160
2023
Q1 		$444K Buy
4,336
+172
+4% +$15.6K ﹤0.01% 2049
2022
Q4 		$350K Sell
4,164
-316
-7% -$24.5K ﹤0.01% 2179
2022
Q3 		$349K Buy
+4,480
New +$306K ﹤0.01% 2006
2022
Q2 		– Sell
-2,249
Closed -$266K – 2789
2022
Q1 		$266K Buy
+2,249
New +$249K ﹤0.01% 2385
2020
Q3 		– Sell
-634
Closed -$34K – 2582
2020
Q2 		$34K Buy
+634
New +$26K ﹤0.01% 2352

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

Truist Financial's WK Position: Q1 2026 in Review

Truist Financial sold out of Workiva (WK) in Q1 2026, closing a stake of 3,837 shares — an estimated $331K sold.

Truist Financial first reported a position in WK in Q2 2020 and held it in 11 quarters. The position peaked at $444K in Q1 2023. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Truist Financial reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Truist Financial sold 3,837 Workiva shares in Q1 2026, an estimated $331K.
  • Truist Financial first reported a position in Workiva in Q2 2020 and held it in 11 quarters.
  • Truist Financial's Workiva position peaked at $444K in Q1 2023.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.