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AWA
Arkadios Wealth Advisors’s
Korn Ferry
KFY
Stock Holding History
Arkadios Wealth Advisors’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
$2.07M
Sell
32,929
-3,521
-10%
-$227K
0.03%
496
2025
Q4
$2.41M
Sell
36,450
-1,629
-4%
-$110K
0.05%
399
2025
Q3
$2.66M
Sell
38,079
-4,109
-10%
-$300K
0.07%
324
2025
Q2
$3.09M
Buy
42,188
+39,038
+1,239%
+$2.6M
0.09%
238
2025
Q1
$214K
Buy
+3,150
New
+$213K
0.01%
1022
2021
Q4
–
Sell
-214
Closed
-$15K
–
1226
2021
Q3
$15K
Hold
214
–
–
﹤0.01%
1320
2021
Q2
$15K
Buy
214
+1
+0.5%
+$67
﹤0.01%
1403
2021
Q1
$13K
Buy
+213
New
+$11.8K
﹤0.01%
1105
Other funds holding KFY
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
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
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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