Tradition Wealth Management’s Workiva WK Stock Holding History

Tradition Wealth Management’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	$225K	Hold	4,632	–	–	0.01%	477
2026 Q1	$276K	Hold	4,632	–	–	0.02%	406
2025 Q4	$400K	Buy	4,632 +53	+1%	+$4.69K	0.03%	325
2025 Q3	$394K	Buy	4,579 +2	+0%	+$150	0.03%	324
2025 Q2	$313K	Buy	4,577 +70	+2%	+$4.81K	0.03%	344
2025 Q1	$342K	Hold	4,507	–	–	0.03%	316
2024 Q4	$494K	Sell	4,507 -257	-5%	-$23.7K	0.04%	245
2024 Q3	$377K	Hold	4,764	–	–	0.03%	286
2024 Q2	$348K	Hold	4,764	–	–	0.03%	289
2024 Q1	$404K	Hold	4,764	–	–	0.04%	251
2023 Q4	$484K	Hold	4,764	–	–	0.05%	197
2023 Q3	$483K	Hold	4,764	–	–	0.06%	179
2023 Q2	$484K	Hold	4,764	–	–	0.06%	182
2023 Q1	$488K	Hold	4,764	–	–	0.06%	175
2022 Q4	$400K	Hold	4,764	–	–	0.06%	187
2022 Q3	$371K	Buy	4,764 +339	+8%	+$23.1K	0.06%	187
2022 Q2	$292K	Buy	+4,425	New	+$368K	0.04%	220

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Tradition Wealth Management's WK Position: Q2 2026 in Review

Tradition Wealth Management held its Workiva (WK) position steady in Q2 2026 at 4,632 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #477.

Tradition Wealth Management first reported a position in WK in Q2 2022 and has held it in 17 quarters since. The position peaked at $494K in Q4 2024. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Tradition Wealth Management held 4,632 shares of Workiva worth $225K as of Q2 2026.
Tradition Wealth Management left its Workiva share count unchanged in Q2 2026.
Workiva made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #477 holding.
Tradition Wealth Management first reported a position in Workiva in Q2 2022 and has held it in 17 quarters since.
Tradition Wealth Management's Workiva position peaked at $494K in Q4 2024.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.