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Mather Group’s Workiva WK Stock Holding History

Mather 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 		$2.23K Hold
46
– – ﹤0.01% 1726
2026
Q1 		$2.74K Buy
+46
New +$3.21K ﹤0.01% 1659
2025
Q4 		– Sell
-46
Closed -$3.96K – 1647
2025
Q3 		$3.96K Buy
+46
New +$3.46K ﹤0.01% 1438
2025
Q2 		– Sell
-176
Closed -$13.4K – 1719
2025
Q1 		$13.4K Buy
176
+130
+283% +$12.3K ﹤0.01% 1186
2024
Q4 		$5.04K Hold
46
– – ﹤0.01% 1380
2024
Q3 		$3.64K Sell
46
-130
-74% -$9.76K ﹤0.01% 1360
2024
Q2 		$14.9K Buy
176
+87
+98% +$6.85K ﹤0.01% 1331
2024
Q1 		$9.04K Buy
+89
New +$8.02K ﹤0.01% 1223

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

Mather Group's WK Position: Q2 2026 in Review

Mather Group held its Workiva (WK) position steady in Q2 2026 at 46 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Mather Group first reported a position in WK in Q1 2024 and has held it in 8 quarters since. The position peaked at $14.9K in Q2 2024. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Mather Group held 46 shares of Workiva worth $2.23K as of Q2 2026.
  • Mather Group left its Workiva share count unchanged in Q2 2026.
  • Workiva made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1726 holding.
  • Mather Group first reported a position in Workiva in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Workiva position peaked at $14.9K in Q2 2024.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.