FFA
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Farther Finance Advisors’s Workiva WK Stock Holding History

Farther Finance Advisors’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 		$48.7K Buy
732
+223
+44% +$14.7K ﹤0.01% 3445
2026
Q2 		$24.7K Sell
509
-55
-10% -$2.83K ﹤0.01% 3814
2026
Q1 		$33.7K Sell
564
-105
-16% -$7.32K ﹤0.01% 3274
2025
Q4 		$57.7K Buy
669
+266
+66% +$23.6K ﹤0.01% 2717
2025
Q3 		$34.7K Buy
403
+25
+7% +$1.88K ﹤0.01% 2676
2025
Q2 		$25.9K Sell
378
-33
-8% -$2.27K ﹤0.01% 2521
2025
Q1 		$31.3K Buy
411
+360
+706% +$34K ﹤0.01% 2144
2024
Q4 		$5.58K Sell
51
-10
-16% -$922 ﹤0.01% 2622
2024
Q3 		$4.83K Sell
61
-88
-59% -$6.61K ﹤0.01% 2658
2024
Q2 		$10.7K Buy
149
+31
+26% +$2.44K ﹤0.01% 2052
2024
Q1 		$9.86K Buy
118
+61
+107% +$5.49K ﹤0.01% 1774
2023
Q4 		$5.79K Buy
+57
New +$5.5K ﹤0.01% 1890
2023
Q1 		– Sell
-52
Closed -$4.37K – 2430
2022
Q4 		$4.37K Buy
+52
New +$4.03K ﹤0.01% 1218

Other funds holding WK

LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's WK Position: Q3 2026 in Review

Farther Finance Advisors increased its Workiva (WK) stake by 44% in Q3 2026, buying an estimated $14.7K and bringing the position to 732 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3445.

Farther Finance Advisors first reported a position in WK in Q4 2022 and has held it in 13 quarters since. The position peaked at $57.7K in Q4 2025. 15 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • Farther Finance Advisors held 732 shares of Workiva worth $48.7K as of Q3 2026.
  • Farther Finance Advisors bought 223 Workiva shares in Q3 2026, an estimated $14.7K.
  • Workiva made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3445 holding.
  • Farther Finance Advisors first reported a position in Workiva in Q4 2022 and has held it in 13 quarters since.
  • Farther Finance Advisors's Workiva position peaked at $57.7K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.