CAPTRUST Financial Advisors
KFY icon

CAPTRUST Financial Advisors’s Korn Ferry KFY Stock Holding History

CAPTRUST Financial 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
Q2 		$464K Buy
6,968
+2,694
+63% +$182K ﹤0.01% 2235
2026
Q1 		$269K Buy
+4,274
New +$276K ﹤0.01% 2459
2025
Q4 		– Sell
-7,444
Closed -$521K – 2787
2025
Q3 		$521K Buy
7,444
+1,433
+24% +$105K ﹤0.01% 1790
2025
Q2 		$441K Buy
+6,011
New +$400K ﹤0.01% 1815
2024
Q1 		– Sell
-5,030
Closed -$299K – 2414
2023
Q4 		$299K Sell
5,030
-245
-5% -$12.5K ﹤0.01% 2112
2023
Q3 		$250K Sell
5,275
-5,767
-52% -$293K ﹤0.01% 2133
2023
Q2 		$547K Buy
11,042
+5,354
+94% +$263K ﹤0.01% 1572
2023
Q1 		$294K Buy
5,688
+167
+3% +$9.01K ﹤0.01% 1760
2022
Q4 		$279K Buy
5,521
+214
+4% +$11.4K ﹤0.01% 1721
2022
Q3 		$249K Buy
5,307
+116
+2% +$6.85K ﹤0.01% 1672
2022
Q2 		$301K Buy
5,191
+268
+5% +$16.3K ﹤0.01% 1426
2022
Q1 		$320K Buy
4,923
+1,451
+42% +$97.6K ﹤0.01% 1407
2021
Q4 		$263K Buy
3,472
+90
+3% +$6.91K ﹤0.01% 1465
2021
Q3 		$245K Sell
3,382
-58
-2% -$4.04K ﹤0.01% 1417
2021
Q2 		$250K Sell
3,440
-605
-15% -$40.2K ﹤0.01% 1367
2021
Q1 		$253K Buy
4,045
+3,930
+3,417% +$218K ﹤0.01% 1320
2020
Q4 		$5K Buy
115
+55
+92% +$2.02K ﹤0.01% 2856
2020
Q3 		$2K Buy
+60
New +$1.77K ﹤0.01% 2777

Other funds holding KFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors's KFY Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Korn Ferry (KFY) stake by 63% in Q2 2026, buying an estimated $182K and bringing the position to 6,968 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

CAPTRUST Financial Advisors first reported a position in KFY in Q3 2020 and has held it in 18 quarters since. The position peaked at $547K in Q2 2023. 364 funds tracked by Wall St. Rank hold KFY as of Q2 2026.

  • CAPTRUST Financial Advisors held 6,968 shares of Korn Ferry worth $464K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,694 Korn Ferry shares in Q2 2026, an estimated $182K.
  • Korn Ferry made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2235 holding.
  • CAPTRUST Financial Advisors first reported a position in Korn Ferry in Q3 2020 and has held it in 18 quarters since.
  • CAPTRUST Financial Advisors's Korn Ferry position peaked at $547K in Q2 2023.
  • 364 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.