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Trinity Financial Advisors’s Workday WDAY Stock Holding History

Trinity Financial Advisors’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244K Buy
1,997
+278
+16% +$35.2K 0.06% 86
2026
Q1 		$223K Buy
+1,719
New +$273K 0.06% 82

Other funds holding WDAY

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Trinity Financial Advisors's WDAY Position: Q2 2026 in Review

Trinity Financial Advisors increased its Workday (WDAY) stake by 16% in Q2 2026, buying an estimated $35.2K and bringing the position to 1,997 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #86.

Trinity Financial Advisors first reported a position in WDAY in Q1 2026 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Trinity Financial Advisors held 1,997 shares of Workday worth $244K as of Q2 2026.
  • Trinity Financial Advisors bought 278 Workday shares in Q2 2026, an estimated $35.2K.
  • Workday made up 0.06% of Trinity Financial Advisors's portfolio in Q2 2026, its #86 holding.
  • Trinity Financial Advisors first reported a position in Workday in Q1 2026 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.