STA
WK icon

Summit Trail Advisors’s Workiva WK Stock Holding History

Summit Trail Advisors’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 		$329K Buy
+6,778
New +$349K ﹤0.01% 1326
2018
Q3 		– Sell
-2,177
Closed -$53K – 451
2018
Q2 		$53K Buy
+2,177
New +$54.8K 0.02% 297

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 Trail Advisors's WK Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in Workiva (WK) in Q2 2026: 6,778 shares worth $329K. The stake represents ﹤0.01% of the portfolio and ranks #1326 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in WK as recently as Q2 2018.

Summit Trail Advisors first reported a position in WK in Q2 2018 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Summit Trail Advisors held 6,778 shares of Workiva worth $329K as of Q2 2026.
  • Workiva was a new Summit Trail Advisors position in Q2 2026.
  • Workiva made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1326 holding.
  • Summit Trail Advisors first reported a position in Workiva in Q2 2018 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.