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Avantax Advisory Services’s Korn Ferry KFY Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$248K Sell
3,382
-912
-21% -$60.7K ﹤0.01% 2059
2025
Q1 		$291K Buy
4,294
+65
+2% +$4.39K ﹤0.01% 1849
2024
Q4 		$285K Sell
4,229
-51
-1% -$3.71K ﹤0.01% 1815
2024
Q3 		$322K Sell
4,280
-34
-0.8% -$2.39K ﹤0.01% 1699
2024
Q2 		$290K Buy
+4,314
New +$277K ﹤0.01% 1720

Other funds holding KFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Avantax Advisory Services's KFY Position: Q2 2025 in Review

Avantax Advisory Services reduced its Korn Ferry (KFY) stake by 21% in Q2 2025, selling an estimated $60.7K and leaving 3,382 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Avantax Advisory Services first reported a position in KFY in Q2 2024 and has held it in 5 quarters since. The position peaked at $322K in Q3 2024. 343 funds tracked by Wall St. Rank hold KFY as of Q2 2025.

  • Avantax Advisory Services held 3,382 shares of Korn Ferry worth $248K as of Q2 2025.
  • Avantax Advisory Services sold 912 Korn Ferry shares in Q2 2025, an estimated $60.7K.
  • Korn Ferry made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2059 holding.
  • Avantax Advisory Services first reported a position in Korn Ferry in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Korn Ferry position peaked at $322K in Q3 2024.
  • 343 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.