Financial Network Wealth Advisors’s Workiva WK Stock Holding History

Financial Network Wealth 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	$3.3K	Hold	68	–	–	﹤0.01%	616
2026 Q1	$4.05K	Hold	68	–	–	﹤0.01%	568
2025 Q4	$5.87K	Hold	68	–	–	0.01%	527
2025 Q3	$5.85K	Hold	68	–	–	0.01%	518
2025 Q2	$4.66K	Hold	68	–	–	0.01%	529
2025 Q1	$5.16K	Hold	68	–	–	0.01%	494
2024 Q4	$7.45K	Hold	68	–	–	0.01%	329
2024 Q3	$5.38K	Hold	68	–	–	﹤0.01%	520
2024 Q2	$4.96K	Buy	+68	New	+$5.35K	﹤0.01%	580

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

Financial Network Wealth Advisors's WK Position: Q2 2026 in Review

Financial Network Wealth Advisors held its Workiva (WK) position steady in Q2 2026 at 68 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Financial Network Wealth Advisors first reported a position in WK in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.45K in Q4 2024. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Financial Network Wealth Advisors held 68 shares of Workiva worth $3.3K as of Q2 2026.
Financial Network Wealth Advisors left its Workiva share count unchanged in Q2 2026.
Workiva made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #616 holding.
Financial Network Wealth Advisors first reported a position in Workiva in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's Workiva position peaked at $7.45K in Q4 2024.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.