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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
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

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Summit Securities Group's WK Position: Q3 2025 in Review

Summit Securities Group sold out of Workiva (WK) in Q3 2025, closing a stake of 934 shares — an estimated $63.9K sold.

Summit Securities Group first reported a position in WK in Q3 2022 and held it in 2 quarters. The position peaked at $778K in Q3 2022. 313 funds tracked by Wall St. Rank hold WK as of Q3 2025.

  • Summit Securities Group reported no remaining Workiva position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 934 Workiva shares in Q3 2025, an estimated $63.9K.
  • Summit Securities Group first reported a position in Workiva in Q3 2022 and held it in 2 quarters.
  • Summit Securities Group's Workiva position peaked at $778K in Q3 2022.
  • 313 funds tracked by Wall St. Rank held Workiva as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.