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 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

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 London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

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. 100 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.
100 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.