Bell Investment Advisors’s Korn Ferry KFY Stock Holding History

Bell Investment 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	$3.9K	Sell	62 -24	-28%	-$1.55K	﹤0.01%	1077
2025 Q4	$5.68K	Hold	86	–	–	﹤0.01%	920
2025 Q3	$6.02K	Hold	86	–	–	﹤0.01%	834
2025 Q2	$6.31K	Buy	86 +32	+59%	+$2.13K	﹤0.01%	880
2025 Q1	$3.66K	Hold	54	–	–	﹤0.01%	1060
2024 Q4	$3.64K	Sell	54 -8	-13%	-$582	﹤0.01%	1082
2024 Q3	$4.67K	Sell	62 -21	-25%	-$1.47K	﹤0.01%	961
2024 Q2	$5.57K	Hold	83	–	–	﹤0.01%	870
2024 Q1	$5.46K	Hold	83	–	–	﹤0.01%	866
2023 Q4	$4.93K	Buy	83 +9	+12%	+$460	﹤0.01%	893
2023 Q3	$3.51K	Buy	74 +42	+131%	+$2.13K	﹤0.01%	993
2023 Q2	$1.59K	Sell	32 -32	-50%	-$1.57K	﹤0.01%	1406
2023 Q1	$3.31K	Buy	64 +10	+19%	+$540	﹤0.01%	990
2022 Q4	$2.73K	Buy	54 +9	+20%	+$478	﹤0.01%	1116
2022 Q3	$2K	Buy	45 +1	+2%	+$59	﹤0.01%	1135
2022 Q2	$3K	Buy	+44	New	+$2.67K	﹤0.01%	959
2021 Q4	$2K	Sell	20 -56	-74%	-$4.3K	﹤0.01%	1166
2021 Q3	$5K	Buy	+76	New	+$5.3K	﹤0.01%	718

Other funds holding KFY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return