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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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $751B AUM 38.74% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Annex Advisory Services's KFRC Position: Q3 2025 in Review

Annex Advisory Services sold out of Kforce (KFRC) in Q3 2025, closing a stake of 31,651 shares — an estimated $1.3M sold.

Annex Advisory Services first reported a position in KFRC in Q4 2021 and held it in 15 quarters. The position peaked at $1.5M in Q1 2025. 201 funds tracked by Wall St. Rank hold KFRC as of Q3 2025.

  • Annex Advisory Services reported no remaining Kforce position as of Q3 2025 after selling out during the quarter.
  • Annex Advisory Services sold 31,651 Kforce shares in Q3 2025, an estimated $1.3M.
  • Annex Advisory Services first reported a position in Kforce in Q4 2021 and held it in 15 quarters.
  • Annex Advisory Services's Kforce position peaked at $1.5M in Q1 2025.
  • 201 funds tracked by Wall St. Rank held Kforce as of Q3 2025.

Based on Annex Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.