Back to WK
TRUIST FINANCIAL CORP WK Position History
Workiva Inc. • Technology
Quarters held
11
Latest value
$62K
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.1M |
| Q3 2025 | $64K |
| Q4 2025 | $64K |
| Q4 2025 | $104K |
| Q4 2025 | $227K |
| Q1 2026 | $1.7M |
| Q1 2026 | $61K |
| Q2 2026 | $321K |
| Q2 2026 | $61K |
| Q3 2026 | $328K |
| Q3 2026 | $62K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $62K | 65.0K | — | — |
| Q3 2026 | $328K | 344.0K | — | — |
| Q2 2026 | $61K | 65.0K | — | — |
| Q2 2026 | $321K | 344.0K | — | — |
| Q1 2026 | $61K | 65.0K | — | — |
| Q1 2026 | $1.7M | 1.80M | — | — |
| Q4 2025 | $227K | 2.6K | — | — |
| Q4 2025 | $104K | 1.2K | — | — |
| Q4 2025 | $64K | 65.0K | — | — |
| Q3 2025 | $64K | 65.0K | — | — |
| Q3 2025 | $4.1M | 4.16M | — | — |
Other funds holding WK
$1B
$505.1M
$502.5M
$442M
$418.4M
$320.5M
$319.7M
$221.9M