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Pinnacle Wealth Planning Services’s Workiva WK Stock Holding History

Pinnacle Wealth Planning 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 		$7.23K Buy
149
+46
+45% +$2.37K ﹤0.01% 2189
2026
Q1 		$6.14K Buy
103
+18
+21% +$1.25K ﹤0.01% 2198
2025
Q4 		$7.33K Buy
+85
New +$7.53K ﹤0.01% 2139

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

Pinnacle Wealth Planning Services's WK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Workiva (WK) stake by 45% in Q2 2026, buying an estimated $2.37K and bringing the position to 149 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Pinnacle Wealth Planning Services first reported a position in WK in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.33K in Q4 2025. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 149 shares of Workiva worth $7.23K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 46 Workiva shares in Q2 2026, an estimated $2.37K.
  • Workiva made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2189 holding.
  • Pinnacle Wealth Planning Services first reported a position in Workiva in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Workiva position peaked at $7.33K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.