LPL Financial
WK icon

LPL Financial’s Workiva WK Stock Holding History

LPL Financial’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 		$669K Sell
13,798
-118
-0.8% -$6.08K ﹤0.01% 4772
2026
Q1 		$830K Sell
13,916
-6,559
-32% -$457K ﹤0.01% 4340
2025
Q4 		$1.77M Buy
20,475
+185
+0.9% +$16.4K ﹤0.01% 3524
2025
Q3 		$1.75M Buy
20,290
+2,355
+13% +$177K ﹤0.01% 3441
2025
Q2 		$1.23M Buy
17,935
+1,541
+9% +$106K ﹤0.01% 3565
2025
Q1 		$1.24M Buy
16,394
+1,860
+13% +$176K ﹤0.01% 3367
2024
Q4 		$1.59M Buy
14,534
+527
+4% +$48.6K ﹤0.01% 3080
2024
Q3 		$1.11M Sell
14,007
-5,995
-30% -$450K ﹤0.01% 3296
2024
Q2 		$1.46M Buy
20,002
+592
+3% +$46.6K ﹤0.01% 2900
2024
Q1 		$1.65M Buy
19,410
+677
+4% +$61K ﹤0.01% 2712
2023
Q4 		$1.9M Sell
18,733
-2,041
-10% -$197K ﹤0.01% 2451
2023
Q3 		$2.11M Buy
20,774
+16,140
+348% +$1.68M ﹤0.01% 2248
2023
Q2 		$471K Sell
4,634
-79
-2% -$7.6K ﹤0.01% 3503
2023
Q1 		$483K Sell
4,713
-86
-2% -$7.79K ﹤0.01% 3361
2022
Q4 		$403K Buy
4,799
+183
+4% +$14.2K ﹤0.01% 3439
2022
Q3 		$359K Sell
4,616
-1,272
-22% -$86.8K ﹤0.01% 3433
2022
Q2 		$389K Buy
5,888
+297
+5% +$24.7K ﹤0.01% 3421
2022
Q1 		$660K Buy
5,591
+845
+18% +$93.4K ﹤0.01% 2972
2021
Q4 		$619K Sell
4,746
-1,670
-26% -$236K ﹤0.01% 3091
2021
Q3 		$904K Buy
6,416
+519
+9% +$70.3K ﹤0.01% 2695
2021
Q2 		$657K Buy
5,897
+44
+0.8% +$4.27K ﹤0.01% 2922
2021
Q1 		$517K Buy
5,853
+26
+0.4% +$2.57K ﹤0.01% 2993
2020
Q4 		$534K Sell
5,827
-27
-0.5% -$1.9K ﹤0.01% 2691
2020
Q3 		$326K Buy
+5,854
New +$326K ﹤0.01% 2846
2019
Q4 		– Sell
-7,346
Closed -$322K – 3426
2019
Q3 		$322K Sell
7,346
-3,348
-31% -$176K ﹤0.01% 2621
2019
Q2 		$621K Buy
+10,694
New +$573K ﹤0.01% 2103

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

LPL Financial's WK Position: Q2 2026 in Review

LPL Financial reduced its Workiva (WK) stake by 0.85% in Q2 2026, selling an estimated $6.08K and leaving 13,798 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #4772.

LPL Financial first reported a position in WK in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.11M in Q3 2023. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • LPL Financial held 13,798 shares of Workiva worth $669K as of Q2 2026.
  • LPL Financial sold 118 Workiva shares in Q2 2026, an estimated $6.08K.
  • Workiva made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4772 holding.
  • LPL Financial first reported a position in Workiva in Q2 2019 and has held it in 26 quarters since.
  • LPL Financial's Workiva position peaked at $2.11M in Q3 2023.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.