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
Q3 		$433K Hold
6,500
– – ﹤0.01% 967
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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Assenagon Asset Management
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Ranger Investment Management
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Lakehouse Capital
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Brown Capital Management
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Sumitomo Mitsui Trust Group's WK Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group held its Workiva (WK) position steady in Q3 2026 at 6,500 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Sumitomo Mitsui Trust Group first reported a position in WK in Q2 2019 and has held it in 4 quarters since. The position peaked at $491K in Q2 2019. 138 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 6,500 shares of Workiva worth $433K as of Q3 2026.
  • Sumitomo Mitsui Trust Group left its Workiva share count unchanged in Q3 2026.
  • Workiva made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #967 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Workiva in Q2 2019 and has held it in 4 quarters since.
  • Sumitomo Mitsui Trust Group's Workiva position peaked at $491K in Q2 2019.
  • 138 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.