William Mack & Associates
WK icon

William Mack & Associates’s Workiva WK Stock Holding History

William Mack & Associates’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
Q3 		$38.9K Buy
+585
New +$38.5K 0.01% 269

Other funds holding WK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

William Mack & Associates's WK Position: Q3 2026 in Review

William Mack & Associates opened a new position in Workiva (WK) in Q3 2026: 585 shares worth $38.9K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings.

256 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • William Mack & Associates held 585 shares of Workiva worth $38.9K as of Q3 2026.
  • Workiva was a new William Mack & Associates position in Q3 2026.
  • Workiva made up 0.01% of William Mack & Associates's portfolio in Q3 2026, its #269 holding.
  • 256 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.