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
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

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
LC
Lakehouse Capital Sydney NSW, Australia $90.5M AUM 26.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Farther Finance Advisors's WK Position: Q2 2026 in Review

Farther Finance Advisors reduced its Workiva (WK) stake by 9.8% in Q2 2026, selling an estimated $2.83K and leaving 509 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3814.

Farther Finance Advisors first reported a position in WK in Q4 2022 and has held it in 12 quarters since. The position peaked at $57.7K in Q4 2025. 38 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Farther Finance Advisors held 509 shares of Workiva worth $24.7K as of Q2 2026.
  • Farther Finance Advisors sold 55 Workiva shares in Q2 2026, an estimated $2.83K.
  • Workiva made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3814 holding.
  • Farther Finance Advisors first reported a position in Workiva in Q4 2022 and has held it in 12 quarters since.
  • Farther Finance Advisors's Workiva position peaked at $57.7K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.