United Bank (Virginia)’s Workiva WK Stock Holding History

United Bank (Virginia)’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	-2,639	Closed	-$228K	–	131
2025 Q4	$228K	Hold	2,639	–	–	0.03%	121
2025 Q3	$227K	Buy	+2,639	New	+$198K	0.03%	119

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 $3.38T AUM 44.17% 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

United Bank (Virginia)'s WK Position: Q1 2026 in Review

United Bank (Virginia) sold out of Workiva (WK) in Q1 2026, closing a stake of 2,639 shares — an estimated $228K sold.

United Bank (Virginia) first reported a position in WK in Q3 2025 and held it in 2 quarters. The position peaked at $228K in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

United Bank (Virginia) reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
United Bank (Virginia) sold 2,639 Workiva shares in Q1 2026, an estimated $228K.
United Bank (Virginia) first reported a position in Workiva in Q3 2025 and held it in 2 quarters.
United Bank (Virginia)'s Workiva position peaked at $228K in Q4 2025.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on United Bank (Virginia)'s 13F filing for Q1 2026, filed 11 May 2026.