James T. Borello RIA’s Workiva WK Stock Holding History

James T. Borello RIA’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 Q2	–	Sell	-2	Closed	-$119	–	1297
2026 Q1	$119	Buy	+2	New	+$139	﹤0.01%	1150

Other funds holding WK

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

James T. Borello RIA's WK Position: Q2 2026 in Review

James T. Borello RIA sold out of Workiva (WK) in Q2 2026, closing a stake of 2 shares — an estimated $119 sold.

James T. Borello RIA first reported a position in WK in Q1 2026 and held it in 1 quarter. The position peaked at $119 in Q1 2026. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

James T. Borello RIA reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
James T. Borello RIA sold 2 Workiva shares in Q2 2026, an estimated $119.
James T. Borello RIA first reported a position in Workiva in Q1 2026 and held it in 1 quarter.
James T. Borello RIA's Workiva position peaked at $119 in Q1 2026.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.