AssetMark Inc’s Korn Ferry KFY Stock Holding History

AssetMark Inc’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 Q2	$4.2K	Sell	63 -14	-18%	-$947	﹤0.01%	2748
2026 Q1	$4.85K	Sell	77 -37	-32%	-$2.39K	﹤0.01%	2577
2025 Q4	$7.53K	Buy	114 +108	+1,800%	+$7.27K	﹤0.01%	2323
2025 Q3	$420	Hold	6	–	–	﹤0.01%	2955
2025 Q2	$440	Buy	+6	New	+$400	﹤0.01%	2765
2024 Q3	–	Sell	-20	Closed	-$1.34K	–	2321
2024 Q2	$1.34K	Buy	+20	New	+$1.28K	﹤0.01%	1811
2023 Q2	–	Sell	-9	Closed	-$466	–	1628
2023 Q1	$466	Buy	+9	New	+$486	﹤0.01%	1497
2019 Q3	–	Sell	-34	Closed	-$1K	–	1367
2019 Q2	$1K	Buy	+34	New	+$1.55K	﹤0.01%	1244
2019 Q1	–	Sell	-34	Closed	-$1K	–	1444
2018 Q4	$1K	Buy	+34	New	+$1.53K	﹤0.01%	1325
2018 Q1	–	Sell	-18	Closed	-$1K	–	1704
2017 Q4	$1K	Buy	+18	New	+$747	﹤0.01%	1635

Other funds holding KFY

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

AssetMark Inc's KFY Position: Q2 2026 in Review

AssetMark Inc reduced its Korn Ferry (KFY) stake by 18% in Q2 2026, selling an estimated $947 and leaving 63 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

AssetMark Inc first reported a position in KFY in Q4 2017 and has held it in 10 quarters since. The position peaked at $7.53K in Q4 2025. 129 funds tracked by Wall St. Rank hold KFY as of Q2 2026.

AssetMark Inc held 63 shares of Korn Ferry worth $4.2K as of Q2 2026.
AssetMark Inc sold 14 Korn Ferry shares in Q2 2026, an estimated $947.
Korn Ferry made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2748 holding.
AssetMark Inc first reported a position in Korn Ferry in Q4 2017 and has held it in 10 quarters since.
AssetMark Inc's Korn Ferry position peaked at $7.53K in Q4 2025.
129 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.