Root Financial Partners
WK icon

Root Financial Partners’s Workiva WK Stock Holding History

Root Financial Partners’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
Q3 		$10.7K Buy
+160
New +$10.5K ﹤0.01% 1880
2026
Q2 		– Sell
-43
Closed -$2.56K – 3171
2026
Q1 		$2.56K Sell
43
-10
-19% -$697 ﹤0.01% 2211
2025
Q4 		$4.57K Buy
53
+8
+18% +$708 ﹤0.01% 1790
2025
Q3 		$3.87K Buy
+45
New +$3.38K ﹤0.01% 1807

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Fidelity Investments
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Vanguard Capital Management
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Root Financial Partners's WK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Workiva (WK) in Q3 2026: 160 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1880 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WK as recently as Q1 2026.

Root Financial Partners first reported a position in WK in Q3 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • Root Financial Partners held 160 shares of Workiva worth $10.7K as of Q3 2026.
  • Workiva was a new Root Financial Partners position in Q3 2026.
  • Workiva made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1880 holding.
  • Root Financial Partners first reported a position in Workiva in Q3 2025 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.