Advisory Services Network’s Workiva WK Stock Holding History

Advisory Services Network’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	-213	Closed	-$12.7K	–	4602
2026 Q1	$12.7K	Buy	+213	New	+$14.9K	﹤0.01%	3439
2025 Q4	–	Sell	-212	Closed	-$18.2K	–	4227
2025 Q3	$18.2K	Buy	+212	New	+$15.9K	﹤0.01%	2995
2024 Q1	–	Sell	-211	Closed	-$21.4K	–	3652
2023 Q4	$21.4K	Buy	+211	New	+$20.4K	﹤0.01%	2488
2023 Q2	–	Sell	-203	Closed	-$20.8K	–	3649
2023 Q1	$20.8K	Hold	203	–	–	﹤0.01%	2512
2022 Q4	$17K	Buy	+203	New	+$15.7K	﹤0.01%	2590
2021 Q3	–	Sell	-331	Closed	-$37K	–	3219
2021 Q2	$37K	Buy	+331	New	+$32.1K	﹤0.01%	2155
2021 Q1	–	Sell	-266	Closed	-$24K	–	2943
2020 Q4	$24K	Buy	266 +66	+33%	+$4.63K	﹤0.01%	2072
2020 Q3	$11K	Buy	+200	New	+$11.1K	﹤0.01%	2401
2019 Q4	–	Sell	-1,759	Closed	-$102K	–	3264
2019 Q3	$102K	Hold	1,759	–	–	0.01%	1063
2019 Q2	$102K	Hold	1,759	–	–	0.01%	1061
2019 Q1	$89K	Buy	+1,759	New	+$77.3K	0.01%	1033

Other funds holding WK

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

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 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 $3.37T AUM 44.26% 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

EDRH

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

Advisory Services Network's WK Position: Q2 2026 in Review

Advisory Services Network sold out of Workiva (WK) in Q2 2026, closing a stake of 213 shares — an estimated $12.7K sold.

Advisory Services Network first reported a position in WK in Q1 2019 and held it in 11 quarters. The position peaked at $102K in Q3 2019. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Advisory Services Network reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 213 Workiva shares in Q2 2026, an estimated $12.7K.
Advisory Services Network first reported a position in Workiva in Q1 2019 and held it in 11 quarters.
Advisory Services Network's Workiva position peaked at $102K in Q3 2019.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.