VFA
WK icon

Voya Financial Advisors’s Workiva WK Stock Holding History

Voya Financial Advisors’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
-3,578
Closed -$310K – 236
2025
Q4 		$310K Sell
3,578
-180
-5% -$15.9K 0.03% 182
2025
Q3 		$320K Sell
3,758
-140
-4% -$10.5K 0.03% 192
2025
Q2 		$257K Sell
3,898
-39
-1% -$2.68K 0.03% 211
2025
Q1 		$310K Sell
3,937
-394
-9% -$37.2K 0.03% 182
2024
Q4 		$476K Sell
4,331
-315
-7% -$29K 0.05% 154
2024
Q3 		$374K Sell
4,646
-450
-9% -$33.8K 0.04% 179
2024
Q2 		$375K Sell
5,096
-137
-3% -$10.8K 0.04% 177
2024
Q1 		$442K Sell
5,233
-203
-4% -$18.3K 0.05% 165
2023
Q4 		$562K Sell
5,436
-27
-0.5% -$2.6K 0.07% 132
2023
Q3 		$550K Sell
5,463
-87
-2% -$9.04K 0.07% 126
2023
Q2 		$562K Sell
5,550
-50
-0.9% -$4.81K 0.07% 129
2023
Q1 		$560K Sell
5,600
-865
-13% -$78.4K 0.07% 132
2022
Q4 		$541K Sell
6,465
-2,103
-25% -$163K 0.07% 137
2022
Q3 		$658K Buy
8,568
+4,031
+89% +$275K 0.09% 112
2022
Q2 		$308K Sell
4,537
-11
-0.2% -$916 0.04% 187
2022
Q1 		$527K Buy
+4,548
New +$503K 0.06% 155

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

Voya Financial Advisors's WK Position: Q1 2026 in Review

Voya Financial Advisors sold out of Workiva (WK) in Q1 2026, closing a stake of 3,578 shares — an estimated $310K sold.

Voya Financial Advisors first reported a position in WK in Q1 2022 and held it in 16 quarters. The position peaked at $658K in Q3 2022. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Voya Financial Advisors reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Voya Financial Advisors sold 3,578 Workiva shares in Q1 2026, an estimated $310K.
  • Voya Financial Advisors first reported a position in Workiva in Q1 2022 and held it in 16 quarters.
  • Voya Financial Advisors's Workiva position peaked at $658K in Q3 2022.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Voya Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.