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Knights of Columbus Asset Advisors’s Workiva WK Stock Holding History

Knights of Columbus Asset 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 		$1.73M Buy
35,746
+203
+0.6% +$10.5K 0.09% 231
2026
Q1 		$2.12M Buy
35,543
+6,051
+21% +$422K 0.12% 191
2025
Q4 		$2.54M Sell
29,492
-1,036
-3% -$91.7K 0.14% 152
2025
Q3 		$2.63M Buy
30,528
+2,940
+11% +$221K 0.15% 153
2025
Q2 		$1.89M Sell
27,588
-575
-2% -$39.5K 0.11% 193
2025
Q1 		$2.14M Buy
28,163
+8,000
+40% +$756K 0.15% 152
2024
Q4 		$2.21M Sell
20,163
-11,261
-36% -$1.04M 0.15% 182
2024
Q3 		$2.49M Sell
31,424
-2,379
-7% -$179K 0.16% 166
2024
Q2 		$2.47M Buy
33,803
+316
+0.9% +$24.9K 0.16% 191
2024
Q1 		$2.84M Sell
33,487
-9,941
-23% -$895K 0.21% 168
2023
Q4 		$4.41M Buy
43,428
+22,553
+108% +$2.18M 0.28% 146
2023
Q3 		$2.12M Sell
20,875
-1,783
-8% -$185K 0.19% 163
2023
Q2 		$2.3M Buy
22,658
+1,646
+8% +$158K 0.21% 158
2023
Q1 		$2.15M Buy
21,012
+89
+0.4% +$8.06K 0.21% 164
2022
Q4 		$1.76M Sell
20,923
-242
-1% -$18.8K 0.18% 187
2022
Q3 		$1.65M Buy
21,165
+2,495
+13% +$170K 0.17% 187
2022
Q2 		$1.23M Buy
18,670
+196
+1% +$16.3K 0.12% 205
2022
Q1 		$2.18M Buy
18,474
+194
+1% +$21.4K 0.19% 176
2021
Q4 		$2.38M Buy
18,280
+321
+2% +$45.3K 0.19% 169
2021
Q3 		$2.53M Sell
17,959
-9,362
-34% -$1.27M 0.23% 143
2021
Q2 		$3.04M Buy
+27,321
New +$2.65M 0.28% 120

Other funds holding WK

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
LC
Lakehouse Capital Sydney NSW, Australia $90.5M AUM 26.59% 1-Year Est. Return

Knights of Columbus Asset Advisors's WK Position: Q2 2026 in Review

Knights of Columbus Asset Advisors increased its Workiva (WK) stake by 0.57% in Q2 2026, buying an estimated $10.5K and bringing the position to 35,746 shares worth $1.73M. The position accounts for 0.09% of the portfolio, ranked #231.

Knights of Columbus Asset Advisors first reported a position in WK in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.41M in Q4 2023. 99 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Knights of Columbus Asset Advisors held 35,746 shares of Workiva worth $1.73M as of Q2 2026.
  • Knights of Columbus Asset Advisors bought 203 Workiva shares in Q2 2026, an estimated $10.5K.
  • Workiva made up 0.09% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #231 holding.
  • Knights of Columbus Asset Advisors first reported a position in Workiva in Q2 2021 and has held it in 21 quarters since.
  • Knights of Columbus Asset Advisors's Workiva position peaked at $4.41M in Q4 2023.
  • 99 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.