Mutual of America Capital Management’s Workiva WK Stock Holding History

Mutual of America Capital Management’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	$4.42M	Sell	91,198 -4,723	-5%	-$243K	0.04%	484
2026 Q1	$5.72M	Sell	95,921 -247	-0.3%	-$17.2K	0.07%	355
2025 Q4	$8.29M	Sell	96,168 -634	-0.7%	-$56.1K	0.09%	245
2025 Q3	$8.33M	Buy	96,802 +3,701	+4%	+$278K	0.09%	243
2025 Q2	$6.37M	Buy	93,101 +15,817	+20%	+$1.09M	0.07%	328
2025 Q1	$5.87M	Buy	77,284 +6,344	+9%	+$599K	0.07%	349
2024 Q4	$7.77M	Buy	70,940 +16,881	+31%	+$1.56M	0.08%	257
2024 Q3	$4.28M	Buy	54,059 +31,421	+139%	+$2.36M	0.05%	544
2024 Q2	$1.65M	Sell	22,638 -981	-4%	-$77.2K	0.02%	931
2024 Q1	$2M	Sell	23,619 -1,919	-8%	-$173K	0.02%	897
2023 Q4	$2.59M	Sell	25,538 -1,155	-4%	-$111K	0.03%	782
2023 Q3	$2.71M	Sell	26,693 -1,107	-4%	-$115K	0.03%	714
2023 Q2	$2.83M	Buy	+27,800	New	+$2.67M	0.03%	764

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mutual of America Capital Management's WK Position: Q2 2026 in Review

Mutual of America Capital Management reduced its Workiva (WK) stake by 4.9% in Q2 2026, selling an estimated $243K and leaving 91,198 shares worth $4.42M. The position accounts for 0.04% of the portfolio, ranked #484.

Mutual of America Capital Management first reported a position in WK in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.33M in Q3 2025. 140 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Mutual of America Capital Management held 91,198 shares of Workiva worth $4.42M as of Q2 2026.
Mutual of America Capital Management sold 4,723 Workiva shares in Q2 2026, an estimated $243K.
Workiva made up 0.04% of Mutual of America Capital Management's portfolio in Q2 2026, its #484 holding.
Mutual of America Capital Management first reported a position in Workiva in Q2 2023 and has held it in 13 quarters since.
Mutual of America Capital Management's Workiva position peaked at $8.33M in Q3 2025.
140 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.