HNB
WK icon

Hilltop National Bank’s Workiva WK Stock Holding History

Hilltop National Bank’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 		– Sell
-801
Closed -$38.9K – 844
2026
Q2 		$38.9K Sell
801
-142
-15% -$7.31K 0.01% 525
2026
Q1 		$56.2K Sell
943
-26
-3% -$1.81K 0.01% 453
2025
Q4 		$83.6K Hold
969
– – 0.02% 378
2025
Q3 		$83.4K Hold
969
– – 0.02% 379
2025
Q2 		$66.3K Buy
+969
New +$66.6K 0.02% 410
2024
Q4 		$78.5K Sell
717
-58
-7% -$5.35K 0.02% 356
2024
Q3 		$61.3K Sell
775
-58
-7% -$4.35K 0.02% 436
2024
Q2 		$60.8K Buy
833
+10
+1% +$787 0.02% 414
2024
Q1 		$69.8K Buy
+823
New +$74.1K 0.02% 381

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Hilltop National Bank's WK Position: Q3 2026 in Review

Hilltop National Bank sold out of Workiva (WK) in Q3 2026, closing a stake of 801 shares — an estimated $38.9K sold.

Hilltop National Bank first reported a position in WK in Q1 2024 and held it in 9 quarters. The position peaked at $83.6K in Q4 2025. 15 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • Hilltop National Bank reported no remaining Workiva position as of Q3 2026 after selling out during the quarter.
  • Hilltop National Bank sold 801 Workiva shares in Q3 2026, an estimated $38.9K.
  • Hilltop National Bank first reported a position in Workiva in Q1 2024 and held it in 9 quarters.
  • Hilltop National Bank's Workiva position peaked at $83.6K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.