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Action Point Financial Planning’s Workiva WK Stock Holding History

Action Point Financial Planning’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 		$631 Buy
+14
New +$721 ﹤0.01% 2597

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
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

Action Point Financial Planning's WK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Workiva (WK) in Q2 2026: 14 shares worth $631. The stake represents ﹤0.01% of the portfolio and ranks #2597 among its holdings.

303 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Action Point Financial Planning held 14 shares of Workiva worth $631 as of Q2 2026.
  • Workiva was a new Action Point Financial Planning position in Q2 2026.
  • Workiva made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2597 holding.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.