Paladin Advisory Group’s Workiva WK Stock Holding History

Paladin Advisory 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 Q1	$93.6K	Sell	1,570 -287	-15%	-$20K	0.07%	123
2025 Q4	$160K	Hold	1,857	–	–	0.12%	93
2025 Q3	$160K	Hold	1,857	–	–	0.12%	90
2025 Q2	$127K	Hold	1,857	–	–	0.1%	100
2025 Q1	$141K	Hold	1,857	–	–	0.11%	98
2024 Q4	$203K	Hold	1,857	–	–	0.16%	82
2024 Q3	$147K	Hold	1,857	–	–	0.11%	99
2024 Q2	$133K	Hold	1,857	–	–	0.1%	100
2024 Q1	$155K	Hold	1,857	–	–	0.12%	95
2023 Q4	$189K	Hold	1,857	–	–	0.16%	88
2023 Q3	$188K	Hold	1,857	–	–	0.16%	91
2023 Q2	$189K	Hold	1,857	–	–	0.15%	96
2023 Q1	$190K	Buy	+1,857	New	+$168K	0.16%	99
2022 Q2	–	Sell	-1,857	Closed	-$155K	–	535
2022 Q1	$227K	Buy	+1,857	New	+$205K	0.18%	90

Other funds holding WK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return