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Summit Securities Group’s Workiva WK Stock Holding History

Summit Securities 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 		$35.7K Buy
+735
New +$37.9K ﹤0.01% 630
2025
Q3 		– Sell
-934
Closed -$63.9K – 1392
2025
Q2 		$63.9K Buy
+934
New +$64.2K 0.01% 467
2022
Q4 		– Sell
-10,000
Closed -$775K – 1412
2022
Q3 		$778K Buy
+10,000
New +$683K 0.06% 192

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
JCAM
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 $3.37T 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

Summit Securities Group's WK Position: Q2 2026 in Review

Summit Securities Group opened a new position in Workiva (WK) in Q2 2026: 735 shares worth $35.7K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in WK as recently as Q2 2025.

Summit Securities Group first reported a position in WK in Q3 2022 and has held it in 3 quarters since. The position peaked at $778K in Q3 2022. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Summit Securities Group held 735 shares of Workiva worth $35.7K as of Q2 2026.
  • Workiva was a new Summit Securities Group position in Q2 2026.
  • Workiva made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #630 holding.
  • Summit Securities Group first reported a position in Workiva in Q3 2022 and has held it in 3 quarters since.
  • Summit Securities Group's Workiva position peaked at $778K in Q3 2022.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.