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 Q2	$76.2K	Hold	1,570	–	–	0.05%	137
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 $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Paladin Advisory Group's WK Position: Q2 2026 in Review

Paladin Advisory Group held its Workiva (WK) position steady in Q2 2026 at 1,570 shares worth $76.2K. The position accounts for 0.05% of the portfolio, ranked #137.

Paladin Advisory Group first reported a position in WK in Q1 2022 and has held it in 15 quarters since. The position peaked at $227K in Q1 2022. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Paladin Advisory Group held 1,570 shares of Workiva worth $76.2K as of Q2 2026.
Paladin Advisory Group left its Workiva share count unchanged in Q2 2026.
Workiva made up 0.05% of Paladin Advisory Group's portfolio in Q2 2026, its #137 holding.
Paladin Advisory Group first reported a position in Workiva in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Workiva position peaked at $227K in Q1 2022.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.