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Avion Wealth’s Workiva WK Stock Holding History

Avion Wealth’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 		$0 Buy
+10
New +$515 ﹤0.01% 1776
2025
Q2 		– Sell
-9
Closed – – 1649
2025
Q1 		$0 Buy
+9
New +$850 ﹤0.01% 1379
2024
Q4 		– Sell
-6
Closed – – 1298
2024
Q3 		$0 Hold
6
– – ﹤0.01% 1359
2024
Q2 		$0 Buy
+6
New +$472 ﹤0.01% 1285

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

Avion Wealth's WK Position: Q2 2026 in Review

Avion Wealth opened a new position in Workiva (WK) in Q2 2026: 10 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1776 among its holdings. This is a return to the name: Avion Wealth previously reported a position in WK as recently as Q1 2025.

Avion Wealth first reported a position in WK in Q2 2024 and has held it in 4 quarters since. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Avion Wealth held 10 shares of Workiva worth $0 as of Q2 2026.
  • Workiva was a new Avion Wealth position in Q2 2026.
  • Workiva made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1776 holding.
  • Avion Wealth first reported a position in Workiva in Q2 2024 and has held it in 4 quarters since.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.