AF
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Allworth Financial’s Workiva WK Stock Holding History

Allworth Financial’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 		$60.7K Buy
1,251
+596
+91% +$30.7K ﹤0.01% 2315
2026
Q1 		$39.1K Sell
655
-326
-33% -$22.7K ﹤0.01% 2509
2025
Q4 		$84.6K Buy
981
+569
+138% +$50.4K ﹤0.01% 1854
2025
Q3 		$35.5K Buy
412
+186
+82% +$14K ﹤0.01% 2344
2025
Q2 		$15.5K Buy
226
+108
+92% +$7.43K ﹤0.01% 2675
2025
Q1 		$8.57K Buy
118
+17
+17% +$1.61K ﹤0.01% 2490
2024
Q4 		$9.99K Buy
101
+4
+4% +$369 ﹤0.01% 2435
2024
Q3 		$7.67K Hold
97
– – ﹤0.01% 2385
2024
Q2 		$6.99K Sell
97
-11
-10% -$866 ﹤0.01% 2366
2024
Q1 		$9.16K Sell
108
-8
-7% -$721 ﹤0.01% 2152
2023
Q4 		$11.8K Buy
116
+6
+5% +$579 ﹤0.01% 1916
2023
Q3 		$11.1K Buy
110
+90
+450% +$9.35K ﹤0.01% 1801
2023
Q2 		$2.03K Hold
20
– – ﹤0.01% 2478
2023
Q1 		$2.05K Hold
20
– – ﹤0.01% 2401
2022
Q4 		$1.68K Buy
20
+2
+11% +$155 ﹤0.01% 2304
2022
Q3 		$1K Buy
18
+16
+800% +$1.09K ﹤0.01% 2544
2022
Q2 		$0 Buy
+2
New +$166 ﹤0.01% 2860

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

Allworth Financial's WK Position: Q2 2026 in Review

Allworth Financial increased its Workiva (WK) stake by 91% in Q2 2026, buying an estimated $30.7K and bringing the position to 1,251 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Allworth Financial first reported a position in WK in Q2 2022 and has held it in 17 quarters since. The position peaked at $84.6K in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Allworth Financial held 1,251 shares of Workiva worth $60.7K as of Q2 2026.
  • Allworth Financial bought 596 Workiva shares in Q2 2026, an estimated $30.7K.
  • Workiva made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2315 holding.
  • Allworth Financial first reported a position in Workiva in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's Workiva position peaked at $84.6K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.