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Keating Financial Advisory Services’s Workiva WK Stock Holding History

Keating Financial Advisory Services’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 		$291 Sell
6
-3
-33% -$155 ﹤0.01% 2403
2026
Q1 		$537 Sell
9
-14
-61% -$976 ﹤0.01% 2251
2025
Q4 		$1.98K Buy
+23
New +$2.04K ﹤0.01% 1584

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
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

Keating Financial Advisory Services's WK Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Workiva (WK) stake by 33% in Q2 2026, selling an estimated $155 and leaving 6 shares worth $291. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Keating Financial Advisory Services first reported a position in WK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.98K in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Keating Financial Advisory Services held 6 shares of Workiva worth $291 as of Q2 2026.
  • Keating Financial Advisory Services sold 3 Workiva shares in Q2 2026, an estimated $155.
  • Workiva made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2403 holding.
  • Keating Financial Advisory Services first reported a position in Workiva in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Workiva position peaked at $1.98K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.