Sumitomo Mitsui Trust Group
WK icon

Sumitomo Mitsui Trust Group’s Workiva WK Stock Holding History

Sumitomo Mitsui Trust 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 		$315K Buy
+6,500
New +$335K ﹤0.01% 1030
2019
Q4 		– Sell
-6,710
Closed -$294K – 1129
2019
Q3 		$294K Sell
6,710
-1,743
-21% -$91.8K ﹤0.01% 1039
2019
Q2 		$491K Buy
+8,453
New +$453K ﹤0.01% 936

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Hotchkis & Wiley Capital Management
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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 $3.37T AUM 44.26% 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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Sumitomo Mitsui Trust Group's WK Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group opened a new position in Workiva (WK) in Q2 2026: 6,500 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #1030 among its holdings. This is a return to the name: Sumitomo Mitsui Trust Group previously reported a position in WK as recently as Q3 2019.

Sumitomo Mitsui Trust Group first reported a position in WK in Q2 2019 and has held it in 3 quarters since. The position peaked at $491K in Q2 2019. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 6,500 shares of Workiva worth $315K as of Q2 2026.
  • Workiva was a new Sumitomo Mitsui Trust Group position in Q2 2026.
  • Workiva made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #1030 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Workiva in Q2 2019 and has held it in 3 quarters since.
  • Sumitomo Mitsui Trust Group's Workiva position peaked at $491K in Q2 2019.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.