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Larson Financial Group’s Workiva WK Stock Holding History

Larson Financial Group’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 		$11.4K Buy
235
+15
+7% +$773 ﹤0.01% 2323
2026
Q1 		$13.1K Sell
220
-3,039
-93% -$212K ﹤0.01% 2087
2025
Q4 		$281K Buy
3,259
+395
+14% +$35K 0.01% 621
2025
Q3 		$247K Buy
2,864
+2,452
+595% +$184K 0.01% 640
2025
Q2 		$28.2K Buy
412
+368
+836% +$25.3K ﹤0.01% 1330
2025
Q1 		$3.34K Buy
+44
New +$4.16K ﹤0.01% 2002
2023
Q4 		– Sell
-20
Closed -$2.03K – 1911
2023
Q3 		$2.03K Buy
+20
New +$2.08K ﹤0.01% 1357

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 $3.37T AUM 44.26% 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

Larson Financial Group's WK Position: Q2 2026 in Review

Larson Financial Group increased its Workiva (WK) stake by 6.8% in Q2 2026, buying an estimated $773 and bringing the position to 235 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

Larson Financial Group first reported a position in WK in Q3 2023 and has held it in 7 quarters since. The position peaked at $281K in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Larson Financial Group held 235 shares of Workiva worth $11.4K as of Q2 2026.
  • Larson Financial Group bought 15 Workiva shares in Q2 2026, an estimated $773.
  • Workiva made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2323 holding.
  • Larson Financial Group first reported a position in Workiva in Q3 2023 and has held it in 7 quarters since.
  • Larson Financial Group's Workiva position peaked at $281K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.