Cornerstone Planning Group’s Workiva WK Stock Holding History

Cornerstone Planning Group’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	–	Sell	-3	Closed	-$156	–	1719
2026 Q2	$156	Buy	+3	New	+$155	﹤0.01%	1815
2026 Q1	–	Sell	-42	Closed	-$3.41K	–	1925
2025 Q4	$3.41K	Sell	42 -99	-70%	-$8.76K	﹤0.01%	1074
2025 Q3	$10.3K	Buy	141 +99	+236%	+$7.44K	﹤0.01%	774
2025 Q2	$3.31K	Sell	42 -9	-18%	-$619	﹤0.01%	822
2025 Q1	$3.57K	Buy	51 +9	+21%	+$850	﹤0.01%	825
2024 Q4	$4.1K	Hold	42	–	–	﹤0.01%	622
2024 Q3	$3.35K	Hold	42	–	–	﹤0.01%	656
2024 Q2	$3.02K	Sell	42 -88	-68%	-$6.92K	﹤0.01%	680
2024 Q1	$10.6K	Sell	130 -52	-29%	-$4.68K	﹤0.01%	395
2023 Q4	$18.5K	Hold	182	–	–	0.01%	326
2023 Q3	$18.4K	Sell	182 -80	-31%	-$8.32K	0.01%	321
2023 Q2	$26.6K	Buy	+262	New	+$25.2K	0.01%	360
2022 Q4	$34.2K	Buy	+396	New	+$30.7K	0.01%	329

Other funds holding WK

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Cornerstone Planning Group's WK Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Workiva (WK) in Q3 2026, closing a stake of 3 shares — an estimated $156 sold.

Cornerstone Planning Group first reported a position in WK in Q4 2022 and held it in 13 quarters. The position peaked at $34.2K in Q4 2022. 46 funds tracked by Wall St. Rank hold WK as of Q3 2026.

Cornerstone Planning Group reported no remaining Workiva position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 3 Workiva shares in Q3 2026, an estimated $156.
Cornerstone Planning Group first reported a position in Workiva in Q4 2022 and held it in 13 quarters.
Cornerstone Planning Group's Workiva position peaked at $34.2K in Q4 2022.
46 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.