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Trust Point Inc’s Workiva WK Stock Holding History

Trust Point Inc’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 		– Sell
-7,409
Closed -$442K – 566
2026
Q1 		$442K Sell
7,409
-146
-2% -$10.2K 0.04% 284
2025
Q4 		$652K Buy
7,555
+80
+1% +$7.08K 0.05% 176
2025
Q3 		$643K Buy
7,475
+604
+9% +$45.4K 0.05% 175
2025
Q2 		$470K Sell
6,871
-4,226
-38% -$291K 0.04% 197
2025
Q1 		$842K Sell
11,097
-3,151
-22% -$298K 0.08% 131
2024
Q4 		$1.56M Sell
14,248
-1,841
-11% -$170K 0.11% 95
2024
Q3 		$1.27M Sell
16,089
-2,173
-12% -$163K 0.1% 122
2024
Q2 		$1.33M Buy
18,262
+1,352
+8% +$106K 0.11% 98
2024
Q1 		$1.43M Buy
16,910
+4,585
+37% +$413K 0.11% 101
2023
Q4 		$1.25M Buy
+12,325
New +$1.19M 0.1% 107

Other funds holding WK

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Trust Point Inc's WK Position: Q2 2026 in Review

Trust Point Inc sold out of Workiva (WK) in Q2 2026, closing a stake of 7,409 shares — an estimated $442K sold.

Trust Point Inc first reported a position in WK in Q4 2023 and held it in 10 quarters. The position peaked at $1.56M in Q4 2024. 24 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Trust Point Inc reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Trust Point Inc sold 7,409 Workiva shares in Q2 2026, an estimated $442K.
  • Trust Point Inc first reported a position in Workiva in Q4 2023 and held it in 10 quarters.
  • Trust Point Inc's Workiva position peaked at $1.56M in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.