RIA Advisory Group’s Workiva WK Stock Holding History

RIA 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	$205K	Hold	3,440	–	–	0.05%	138
2025 Q4	$297K	Sell	3,440 -98	-3%	-$8.68K	0.07%	113
2025 Q3	$305K	Sell	3,538 -2	-0.1%	-$150	0.08%	109
2025 Q2	$242K	Sell	3,540 -400	-10%	-$27.5K	0.07%	113
2025 Q1	$299K	Sell	3,940 -103	-3%	-$9.73K	0.1%	102
2024 Q4	$443K	Sell	4,043 -103	-2%	-$9.49K	0.15%	81
2024 Q3	$328K	Buy	+4,146	New	+$311K	0.12%	92
2024 Q1	$404K	Buy	+4,761	New	+$429K	0.16%	80
2023 Q4	–	Sell	-4,969	Closed	-$504K	–	201
2023 Q3	$504K	Buy	4,969 +682	+16%	+$70.9K	0.23%	60
2023 Q2	$436K	Sell	4,287 -602	-12%	-$57.9K	0.19%	73
2023 Q1	$501K	Sell	4,889 -197	-4%	-$17.9K	0.23%	63
2022 Q4	$427K	Buy	+5,086	New	+$394K	0.25%	61

Other funds holding WK

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JCAM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

EDRH

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

RIA Advisory Group's WK Position: Q1 2026 in Review

RIA Advisory Group held its Workiva (WK) position steady in Q1 2026 at 3,440 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #138.

RIA Advisory Group first reported a position in WK in Q4 2022 and has held it in 12 quarters since. The position peaked at $504K in Q3 2023. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

RIA Advisory Group held 3,440 shares of Workiva worth $205K as of Q1 2026.
RIA Advisory Group left its Workiva share count unchanged in Q1 2026.
Workiva made up 0.05% of RIA Advisory Group's portfolio in Q1 2026, its #138 holding.
RIA Advisory Group first reported a position in Workiva in Q4 2022 and has held it in 12 quarters since.
RIA Advisory Group's Workiva position peaked at $504K in Q3 2023.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.