Thrivent Financial for Lutherans
WK icon

Thrivent Financial for Lutherans’s Workiva WK Stock Holding History

Thrivent Financial for Lutherans’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
Q2 		– Sell
-157,363
Closed -$11.9M – 2587
2025
Q1 		$11.9M Sell
157,363
-60,318
-28% -$5.7M 0.03% 545
2024
Q4 		$23.8M Sell
217,681
-2,603
-1% -$240K 0.05% 409
2024
Q3 		$17.4M Sell
220,284
-338,334
-61% -$25.4M 0.03% 507
2024
Q2 		$40.8M Sell
558,618
-6,174
-1% -$486K 0.08% 295
2024
Q1 		$47.9M Buy
564,792
+288
+0.1% +$25.9K 0.1% 263
2023
Q4 		$57.3M Sell
564,504
-71,608
-11% -$6.91M 0.12% 233
2023
Q3 		$64.5M Sell
636,112
-275,812
-30% -$28.7M 0.15% 186
2023
Q2 		$92.7M Buy
911,924
+41,603
+5% +$4M 0.21% 132
2023
Q1 		$89.1M Buy
870,321
+66,838
+8% +$6.06M 0.22% 131
2022
Q4 		$67.5M Buy
803,483
+25,518
+3% +$1.98M 0.17% 164
2022
Q3 		$60.5M Buy
777,965
+133,051
+21% +$9.08M 0.17% 172
2022
Q2 		$42.6M Sell
644,914
-4,219
-0.6% -$351K 0.11% 228
2022
Q1 		$76.6M Buy
649,133
+11,607
+2% +$1.28M 0.15% 180
2021
Q4 		$83.2M Buy
637,526
+18,664
+3% +$2.63M 0.16% 161
2021
Q3 		$87.2M Sell
618,862
-16,308
-3% -$2.21M 0.18% 147
2021
Q2 		$70.7M Buy
635,170
+51,188
+9% +$4.97M 0.14% 181
2021
Q1 		$51.5M Sell
583,982
-39,866
-6% -$3.95M 0.11% 213
2020
Q4 		$57.2M Buy
623,848
+66,973
+12% +$4.7M 0.13% 192
2020
Q3 		$31.1M Buy
+556,875
New +$31M 0.08% 291

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EC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return