Cornerstone Financial Management’s Workiva WK Stock Holding History

Cornerstone Financial Management’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	$1.02K	Buy	+21	New	+$1.08K	﹤0.01%	1099

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Cornerstone Financial Management's WK Position: Q2 2026 in Review

Cornerstone Financial Management opened a new position in Workiva (WK) in Q2 2026: 21 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #1099 among its holdings.

306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Cornerstone Financial Management held 21 shares of Workiva worth $1.02K as of Q2 2026.
Workiva was a new Cornerstone Financial Management position in Q2 2026.
Workiva made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1099 holding.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.