MFG
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Merit Financial Group’s Workiva WK Stock Holding History

Merit 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 		$247K Buy
+5,102
New +$263K ﹤0.01% 1955
2026
Q1 		– Sell
-3,151
Closed -$272K – 2205
2025
Q4 		$272K Buy
+3,151
New +$279K ﹤0.01% 1615

Other funds holding WK

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Merit Financial Group opened a new position in Workiva (WK) in Q2 2026: 5,102 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1955 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in WK as recently as Q4 2025.

Merit Financial Group first reported a position in WK in Q4 2025 and has held it in 2 quarters since. The position peaked at $272K in Q4 2025. 24 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Merit Financial Group held 5,102 shares of Workiva worth $247K as of Q2 2026.
  • Workiva was a new Merit Financial Group position in Q2 2026.
  • Workiva made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1955 holding.
  • Merit Financial Group first reported a position in Workiva in Q4 2025 and has held it in 2 quarters since.
  • Merit Financial Group's Workiva position peaked at $272K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.