Empower Advisory Group’s Workiva WK Stock Holding History

Empower Advisory 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 Q2	$412K	Sell	8,490 -31	-0.4%	-$1.6K	﹤0.01%	376
2026 Q1	$508K	Hold	8,521	–	–	﹤0.01%	321
2025 Q4	$735K	Hold	8,521	–	–	﹤0.01%	288
2025 Q3	$733K	Hold	8,521	–	–	﹤0.01%	280
2025 Q2	$583K	Hold	8,521	–	–	﹤0.01%	306
2025 Q1	$647K	Hold	8,521	–	–	﹤0.01%	289
2024 Q4	$933K	Sell	8,521 -11	-0.1%	-$1.01K	﹤0.01%	240
2024 Q3	$675K	Buy	8,532 +11	+0.1%	+$826	﹤0.01%	277
2024 Q2	$622K	Hold	8,521	–	–	﹤0.01%	277
2024 Q1	$723K	Hold	8,521	–	–	﹤0.01%	257
2023 Q4	$865K	Sell	8,521 -140	-2%	-$13.5K	﹤0.01%	242
2023 Q3	$878K	Sell	8,661 -22	-0.3%	-$2.29K	﹤0.01%	236
2023 Q2	$883K	Buy	8,683 +12	+0.1%	+$1.15K	﹤0.01%	244
2023 Q1	$875K	Buy	+8,671	New	+$786K	﹤0.01%	249

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

Empower Advisory Group's WK Position: Q2 2026 in Review

Empower Advisory Group reduced its Workiva (WK) stake by 0.36% in Q2 2026, selling an estimated $1.6K and leaving 8,490 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Empower Advisory Group first reported a position in WK in Q1 2023 and has held it in 14 quarters since. The position peaked at $933K in Q4 2024. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Empower Advisory Group held 8,490 shares of Workiva worth $412K as of Q2 2026.
Empower Advisory Group sold 31 Workiva shares in Q2 2026, an estimated $1.6K.
Workiva made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #376 holding.
Empower Advisory Group first reported a position in Workiva in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's Workiva position peaked at $933K in Q4 2024.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.