Abound Wealth Management’s Workiva WK Stock Holding History

Abound Wealth Management’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 Q3	$33.3K	Hold	500	–	–	0.01%	340
2026 Q2	$24.3K	Hold	500	–	–	﹤0.01%	343
2026 Q1	$29.8K	Hold	500	–	–	0.01%	328
2025 Q4	$43.1K	Hold	500	–	–	0.01%	253
2025 Q3	$43K	Hold	500	–	–	0.01%	228
2025 Q2	$34.2K	Hold	500	–	–	0.01%	255
2025 Q1	$38K	Hold	500	–	–	0.01%	219
2024 Q4	$54.8K	Hold	500	–	–	0.02%	167
2024 Q3	$39.6K	Hold	500	–	–	0.01%	207
2024 Q2	$36.5K	Hold	500	–	–	0.01%	185
2024 Q1	$42.4K	Hold	500	–	–	0.02%	162
2023 Q4	$50.8K	Hold	500	–	–	0.02%	143
2023 Q3	$50.7K	Hold	500	–	–	0.02%	131
2023 Q2	$50.8K	Hold	500	–	–	0.02%	129
2023 Q1	$51.2K	Hold	500	–	–	0.02%	124
2022 Q4	$42K	Hold	500	–	–	0.02%	129
2022 Q3	$38.9K	Buy	+500	New	+$34.1K	0.02%	135

Other funds holding WK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

Abound Wealth Management's WK Position: Q3 2026 in Review

Abound Wealth Management held its Workiva (WK) position steady in Q3 2026 at 500 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #340.

Abound Wealth Management first reported a position in WK in Q3 2022 and has held it in 17 quarters since. The position peaked at $54.8K in Q4 2024. 150 funds tracked by Wall St. Rank hold WK as of Q3 2026.

Abound Wealth Management held 500 shares of Workiva worth $33.3K as of Q3 2026.
Abound Wealth Management left its Workiva share count unchanged in Q3 2026.
Workiva made up 0.01% of Abound Wealth Management's portfolio in Q3 2026, its #340 holding.
Abound Wealth Management first reported a position in Workiva in Q3 2022 and has held it in 17 quarters since.
Abound Wealth Management's Workiva position peaked at $54.8K in Q4 2024.
150 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.