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 Q2	–	Sell	-3,440	Closed	-$205K	–	168
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 $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

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

RIA Advisory Group sold out of Workiva (WK) in Q2 2026, closing a stake of 3,440 shares — an estimated $205K sold.

RIA Advisory Group first reported a position in WK in Q4 2022 and held it in 12 quarters. The position peaked at $504K in Q3 2023. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

RIA Advisory Group reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
RIA Advisory Group sold 3,440 Workiva shares in Q2 2026, an estimated $205K.
RIA Advisory Group first reported a position in Workiva in Q4 2022 and held it in 12 quarters.
RIA Advisory Group's Workiva position peaked at $504K in Q3 2023.
307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.