Private Wealth Management Group’s Workiva WK Stock Holding History

Private Wealth Management 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	$6.55K	Buy	135 +125	+1,250%	+$6.44K	﹤0.01%	731
2026 Q1	$597	Sell	10 -13	-57%	-$907	﹤0.01%	1354
2025 Q4	$1.98K	Hold	23	–	–	﹤0.01%	1083
2025 Q3	$1.98K	Hold	23	–	–	﹤0.01%	1110
2025 Q2	$1.57K	Buy	23 +11	+92%	+$757	﹤0.01%	1158
2025 Q1	$911	Hold	12	–	–	﹤0.01%	1292
2024 Q4	$1.31K	Hold	12	–	–	﹤0.01%	1224
2024 Q3	$950	Hold	12	–	–	﹤0.01%	1298
2024 Q2	$876	Sell	12 -64	-84%	-$5.04K	﹤0.01%	1320
2024 Q1	$6.45K	Hold	76	–	–	﹤0.01%	543
2023 Q4	$7.72K	Buy	+76	New	+$7.33K	﹤0.01%	474

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

Private Wealth Management Group's WK Position: Q2 2026 in Review

Private Wealth Management Group increased its Workiva (WK) stake by 1,250% in Q2 2026, buying an estimated $6.44K and bringing the position to 135 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Private Wealth Management Group first reported a position in WK in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.72K in Q4 2023. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Private Wealth Management Group held 135 shares of Workiva worth $6.55K as of Q2 2026.
Private Wealth Management Group bought 125 Workiva shares in Q2 2026, an estimated $6.44K.
Workiva made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #731 holding.
Private Wealth Management Group first reported a position in Workiva in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Workiva position peaked at $7.72K in Q4 2023.
307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.