Compass Financial Group (South Dakota)’s Workiva WK Stock Holding History

Compass Financial Group (South Dakota)’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 Q3	$241K	Buy	+3,619	New	+$238K	0.03%	100

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Compass Financial Group (South Dakota)'s WK Position: Q3 2026 in Review

Compass Financial Group (South Dakota) opened a new position in Workiva (WK) in Q3 2026: 3,619 shares worth $241K. The stake represents 0.03% of the portfolio and ranks #100 among its holdings.

13 funds tracked by Wall St. Rank hold WK as of Q3 2026.

Compass Financial Group (South Dakota) held 3,619 shares of Workiva worth $241K as of Q3 2026.
Workiva was a new Compass Financial Group (South Dakota) position in Q3 2026.
Workiva made up 0.03% of Compass Financial Group (South Dakota)'s portfolio in Q3 2026, its #100 holding.
13 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q3 2026, filed 13 Oct 2026.