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Mirabella Financial Services’s Workiva WK Stock Holding History

Mirabella Financial Services’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
-8,552
Closed -$510K – 1187
2026
Q1 		$510K Sell
8,552
-7,676
-47% -$535K 0.05% 269
2025
Q4 		$1.4M Buy
16,228
+12,161
+299% +$1.08M 0.13% 83
2025
Q3 		$350K Buy
4,067
+616
+18% +$46.3K 0.03% 193
2025
Q2 		$236K Hold
3,451
– – 0.02% 204
2025
Q1 		$262K Hold
3,451
– – 0.01% 224
2024
Q4 		$378K Sell
3,451
-68,851
-95% -$6.35M 0.03% 211
2024
Q3 		$5.56M Buy
72,302
+60,553
+515% +$4.55M 0.31% 56
2024
Q2 		$858K Buy
+11,749
New +$925K 0.06% 178

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

Mirabella Financial Services's WK Position: Q2 2026 in Review

Mirabella Financial Services sold out of Workiva (WK) in Q2 2026, closing a stake of 8,552 shares — an estimated $510K sold.

Mirabella Financial Services first reported a position in WK in Q2 2024 and held it in 8 quarters. The position peaked at $5.56M in Q3 2024. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Mirabella Financial Services reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 8,552 Workiva shares in Q2 2026, an estimated $510K.
  • Mirabella Financial Services first reported a position in Workiva in Q2 2024 and held it in 8 quarters.
  • Mirabella Financial Services's Workiva position peaked at $5.56M in Q3 2024.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.