Allworth Financial’s Korn Ferry KFY Stock Holding History

Allworth Financial’s Portfolio KFY Stock Details KFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.3K	Buy	576 +448	+350%	+$28.9K	﹤0.01%	2564
2025 Q4	$8.45K	Buy	128 +65	+103%	+$4.37K	﹤0.01%	3387
2025 Q3	$4.41K	Buy	63 +20	+47%	+$1.46K	﹤0.01%	3624
2025 Q2	$3.15K	Sell	43 -14	-25%	-$932	﹤0.01%	3506
2025 Q1	$3.55K	Buy	57 +45	+375%	+$3.04K	﹤0.01%	2954
2024 Q4	$847	Hold	12	–	–	﹤0.01%	3452
2024 Q3	$903	Hold	12	–	–	﹤0.01%	3258
2024 Q2	$842	Hold	12	–	–	﹤0.01%	3225
2024 Q1	$790	Buy	12 +3	+33%	+$181	﹤0.01%	3152
2023 Q4	$535	Hold	9	–	–	﹤0.01%	3113
2023 Q3	$427	Buy	+9	New	+$457	﹤0.01%	3079
2022 Q3	–	Sell	-4	Closed	–	–	2883
2022 Q2	$0	Buy	+4	New	+$243	﹤0.01%	2596

Other funds holding KFY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return