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Meramec Financial Planners’s Workiva WK Stock Holding History

Meramec Financial Planners’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 		– Sell
-107
Closed -$6.09K – 622
2026
Q1 		$6.09K Hold
107
– – ﹤0.01% 367
2025
Q4 		$7.47K Buy
+107
New +$9.47K ﹤0.01% 352

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

Meramec Financial Planners's WK Position: Q2 2026 in Review

Meramec Financial Planners sold out of Workiva (WK) in Q2 2026, closing a stake of 107 shares — an estimated $6.09K sold.

Meramec Financial Planners first reported a position in WK in Q4 2025 and held it in 2 quarters. The position peaked at $7.47K in Q4 2025. 305 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Meramec Financial Planners reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Meramec Financial Planners sold 107 Workiva shares in Q2 2026, an estimated $6.09K.
  • Meramec Financial Planners first reported a position in Workiva in Q4 2025 and held it in 2 quarters.
  • Meramec Financial Planners's Workiva position peaked at $7.47K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.