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Twin Peaks Wealth Advisors’s Workiva WK Stock Holding History

Twin Peaks Wealth 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 		– Sell
-1
Closed -$60 – 2212
2026
Q1 		$60 Buy
+1
New +$70 ﹤0.01% 2289
2025
Q3 		– Sell
-1
Closed -$73 – 2138
2025
Q2 		$73 Buy
+1
New +$69 ﹤0.01% 2159

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

Twin Peaks Wealth Advisors's WK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Workiva (WK) in Q2 2026, closing a stake of 1 share — an estimated $60 sold.

Twin Peaks Wealth Advisors first reported a position in WK in Q2 2025 and held it in 2 quarters. The position peaked at $73 in Q2 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 Workiva share in Q2 2026, an estimated $60.
  • Twin Peaks Wealth Advisors first reported a position in Workiva in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Workiva position peaked at $73 in Q2 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.