AAS
KFRC icon

Annex Advisory Services’s Kforce KFRC Stock Holding History

Annex Advisory Services’s Portfolio KFRC Stock Details KFRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-31,651
Closed -$1.3M – 328
2025
Q2 		$1.3M Buy
31,651
+1,030
+3% +$43.2K 0.03% 150
2025
Q1 		$1.5M Buy
30,621
+11,185
+58% +$583K 0.04% 136
2024
Q4 		$1.1M Buy
19,436
+7,225
+59% +$420K 0.03% 152
2024
Q3 		$750K Buy
12,211
+3,203
+36% +$205K 0.02% 166
2024
Q2 		$560K Buy
9,008
+1,162
+15% +$73.8K 0.02% 176
2024
Q1 		$553K Buy
7,846
+572
+8% +$39.1K 0.02% 170
2023
Q4 		$491K Buy
7,274
+1,290
+22% +$82.3K 0.02% 173
2023
Q3 		$357K Sell
5,984
-4,101
-41% -$250K 0.02% 170
2023
Q2 		$632K Buy
10,085
+1,579
+19% +$95.1K 0.04% 129
2023
Q1 		$538K Buy
8,506
+303
+4% +$18K 0.03% 136
2022
Q4 		$450K Buy
8,203
+2,905
+55% +$168K 0.03% 155
2022
Q3 		$311K Buy
5,298
+247
+5% +$14.7K 0.02% 172
2022
Q2 		$310K Buy
5,051
+205
+4% +$14K 0.02% 183
2022
Q1 		$358K Buy
4,846
+1,611
+50% +$115K 0.03% 178
2021
Q4 		$243K Buy
+3,235
New +$232K 0.02% 214

Other funds holding KFRC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return