Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Workiva WK Stock Holding History

Steward Partners Investment Advisory’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 		$873 Buy
+18
New +$927 ﹤0.01% 4404
2024
Q1 		– Sell
-100
Closed -$10.2K – 3686
2023
Q4 		$10.2K Hold
100
– – ﹤0.01% 2705
2023
Q3 		$10.1K Hold
100
– – ﹤0.01% 2594
2023
Q2 		$10.2K Hold
100
– – ﹤0.01% 2567
2023
Q1 		$10.2K Hold
100
– – ﹤0.01% 2529
2022
Q4 		$8.4K Hold
100
– – ﹤0.01% 2594
2022
Q3 		$8K Sell
100
-29
-22% -$1.98K ﹤0.01% 2632
2022
Q2 		$9K Buy
129
+29
+29% +$2.41K ﹤0.01% 2580
2022
Q1 		$12K Hold
100
– – ﹤0.01% 2600
2021
Q4 		$13K Hold
100
– – ﹤0.01% 2514
2021
Q3 		$14K Buy
+100
New +$13.5K ﹤0.01% 2487

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jericho Capital Asset Management
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Steward Partners Investment Advisory's WK Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Workiva (WK) in Q2 2026: 18 shares worth $873. The stake represents ﹤0.01% of the portfolio and ranks #4404 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in WK as recently as Q4 2023.

Steward Partners Investment Advisory first reported a position in WK in Q3 2021 and has held it in 11 quarters since. The position peaked at $14K in Q3 2021. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Steward Partners Investment Advisory held 18 shares of Workiva worth $873 as of Q2 2026.
  • Workiva was a new Steward Partners Investment Advisory position in Q2 2026.
  • Workiva made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4404 holding.
  • Steward Partners Investment Advisory first reported a position in Workiva in Q3 2021 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's Workiva position peaked at $14K in Q3 2021.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.