CFO
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Callan Family Office’s Workiva WK Stock Holding History

Callan Family Office’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
-3,717
Closed -$222K – 1259
2026
Q1 		$222K Buy
3,717
+201
+6% +$14K 0.01% 1034
2025
Q4 		$303K Buy
+3,516
New +$311K 0.01% 927

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

Callan Family Office's WK Position: Q2 2026 in Review

Callan Family Office sold out of Workiva (WK) in Q2 2026, closing a stake of 3,717 shares — an estimated $222K sold.

Callan Family Office first reported a position in WK in Q4 2025 and held it in 2 quarters. The position peaked at $303K in Q4 2025. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Callan Family Office reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Callan Family Office sold 3,717 Workiva shares in Q2 2026, an estimated $222K.
  • Callan Family Office first reported a position in Workiva in Q4 2025 and held it in 2 quarters.
  • Callan Family Office's Workiva position peaked at $303K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.