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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
2023
Q1 		– Sell
-1,857
Closed -$156K – 516
2022
Q4 		$156K Hold
1,857
– – 0.13% 104
2022
Q3 		$144K Hold
1,857
– – 0.13% 104
2022
Q2 		$122K Buy
+1,857
New +$155K 0.11% 120
2022
Q1 		– Sell
-1,857
Closed -$242K – 535
2021
Q4 		$242K Buy
+1,857
New +$262K 0.2% 87

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

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.