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Bell Investment Advisors’s Workiva WK Stock Holding History

Bell Investment Advisors’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 		$4.22K Buy
87
+20
+30% +$1.03K ﹤0.01% 1051
2026
Q1 		$4K Buy
+67
New +$4.67K ﹤0.01% 1063
2025
Q2 		– Sell
-22
Closed -$1.67K – 1982
2025
Q1 		$1.67K Hold
22
– – ﹤0.01% 1369
2024
Q4 		$2.41K Hold
22
– – ﹤0.01% 1258
2024
Q3 		$1.74K Sell
22
-6
-21% -$450 ﹤0.01% 1405
2024
Q2 		$2.04K Sell
28
-7
-20% -$551 ﹤0.01% 1343
2024
Q1 		$2.97K Hold
35
– – ﹤0.01% 1179
2023
Q4 		$3.55K Hold
35
– – ﹤0.01% 1064
2023
Q3 		$3.55K Sell
35
-15
-30% -$1.56K ﹤0.01% 987
2023
Q2 		$5.08K Hold
50
– – ﹤0.01% 816
2023
Q1 		$5.12K Sell
50
-8
-14% -$725 ﹤0.01% 778
2022
Q4 		$4.87K Buy
58
+19
+49% +$1.47K ﹤0.01% 823
2022
Q3 		$3K Buy
39
+32
+457% +$2.19K ﹤0.01% 997
2022
Q2 		$0 Buy
+7
New +$583 ﹤0.01% 1847
2021
Q4 		$1K Hold
6
– – ﹤0.01% 1661
2021
Q3 		$1K Buy
+6
New +$813 ﹤0.01% 1614

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's WK Position: Q2 2026 in Review

Bell Investment Advisors increased its Workiva (WK) stake by 30% in Q2 2026, buying an estimated $1.03K and bringing the position to 87 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Bell Investment Advisors first reported a position in WK in Q3 2021 and has held it in 16 quarters since. The position peaked at $5.12K in Q1 2023. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Bell Investment Advisors held 87 shares of Workiva worth $4.22K as of Q2 2026.
  • Bell Investment Advisors bought 20 Workiva shares in Q2 2026, an estimated $1.03K.
  • Workiva made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1051 holding.
  • Bell Investment Advisors first reported a position in Workiva in Q3 2021 and has held it in 16 quarters since.
  • Bell Investment Advisors's Workiva position peaked at $5.12K in Q1 2023.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.