Valley National Advisers’s Workhorse Group WKHS Stock Holding History

Valley National Advisers’s Portfolio WKHS Stock Details WKHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4	Buy	+1	New	+$3	﹤0.01%	1054
2024 Q1	–	Sell	-1	Closed	-$1K	–	1300
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	1170
2023 Q3	$2K	Hold	1	–	–	﹤0.01%	865
2023 Q2	$4K	Hold	1	–	–	﹤0.01%	719
2023 Q1	$4K	Hold	1	–	–	﹤0.01%	708
2022 Q4	$6K	Hold	1	–	–	﹤0.01%	659
2022 Q3	$9K	Hold	1	–	–	﹤0.01%	602
2022 Q2	$11K	Hold	1	–	–	﹤0.01%	559
2022 Q1	$19K	Hold	1	–	–	﹤0.01%	526
2021 Q4	$16K	Hold	1	–	–	﹤0.01%	535
2021 Q3	$28K	Hold	1	–	–	0.01%	430
2021 Q2	$61K	Buy	+1	New	+$37K	0.01%	327
2021 Q1	–	Hold	0	–	–	–	709
2020 Q4	–	Hold	0	–	–	–	645
2020 Q3	–	Hold	0	–	–	–	573
2020 Q2	–	Hold	0	–	–	–	493

Other funds holding WKHS

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Valley National Advisers's WKHS Position: Q2 2026 in Review

Valley National Advisers opened a new position in Workhorse Group (WKHS) in Q2 2026: 1 share worth $4. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in WKHS as recently as Q4 2023.

Valley National Advisers first reported a position in WKHS in Q2 2021 and has held it in 12 quarters since. The position peaked at $61K in Q2 2021. 65 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

Valley National Advisers held 1 share of Workhorse Group worth $4 as of Q2 2026.
Workhorse Group was a new Valley National Advisers position in Q2 2026.
Workhorse Group made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #1054 holding.
Valley National Advisers first reported a position in Workhorse Group in Q2 2021 and has held it in 12 quarters since.
Valley National Advisers's Workhorse Group position peaked at $61K in Q2 2021.
65 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.