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Transamerica Financial Advisors’s Workiva WK Stock Holding History

Transamerica Financial 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 		$145 Buy
+3
New +$155 ﹤0.01% 1939
2026
Q1 		– Sell
-1
Closed -$86 – 2107
2025
Q4 		$86 Hold
1
– – ﹤0.01% 1695
2025
Q3 		$86 Buy
+1
New +$75 ﹤0.01% 1526

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

Transamerica Financial Advisors's WK Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in Workiva (WK) in Q2 2026: 3 shares worth $145. The stake represents ﹤0.01% of the portfolio and ranks #1939 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in WK as recently as Q4 2025.

Transamerica Financial Advisors first reported a position in WK in Q3 2025 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Transamerica Financial Advisors held 3 shares of Workiva worth $145 as of Q2 2026.
  • Workiva was a new Transamerica Financial Advisors position in Q2 2026.
  • Workiva made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1939 holding.
  • Transamerica Financial Advisors first reported a position in Workiva in Q3 2025 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.