FFO
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Fortitude Family Office’s Workiva WK Stock Holding History

Fortitude Family Office’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 		$9.12K Buy
137
+132
+2,640% +$8.68K ﹤0.01% 1268
2026
Q2 		$243 Sell
5
-4
-44% -$206 ﹤0.01% 2093
2026
Q1 		$537 Sell
9
-2
-18% -$139 ﹤0.01% 1701
2025
Q4 		$949 Buy
11
+6
+120% +$531 ﹤0.01% 1481
2025
Q3 		$430 Hold
5
– – ﹤0.01% 1855
2025
Q2 		$342 Buy
+5
New +$344 ﹤0.01% 1905

Other funds holding WK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Fortitude Family Office's WK Position: Q3 2026 in Review

Fortitude Family Office increased its Workiva (WK) stake by 2,640% in Q3 2026, buying an estimated $8.68K and bringing the position to 137 shares worth $9.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Fortitude Family Office first reported a position in WK in Q2 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • Fortitude Family Office held 137 shares of Workiva worth $9.12K as of Q3 2026.
  • Fortitude Family Office bought 132 Workiva shares in Q3 2026, an estimated $8.68K.
  • Workiva made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1268 holding.
  • Fortitude Family Office first reported a position in Workiva in Q2 2025 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.