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SageView Advisory Group’s Workiva WK Stock Holding History

SageView 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
2025
Q4 		$1.81K Buy
+21
New +$1.86K ﹤0.01% 2265

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SageView Advisory Group's WK Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Workiva (WK) in Q4 2025: 21 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #2265 among its holdings.

348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

  • SageView Advisory Group held 21 shares of Workiva worth $1.81K as of Q4 2025.
  • Workiva was a new SageView Advisory Group position in Q4 2025.
  • Workiva made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2265 holding.
  • 348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.