Clearstead Trust’s Korn Ferry KFY Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-36	Closed	-$2.52K	–	1278
2025 Q3	$2.52K	Hold	36	–	–	﹤0.01%	930
2025 Q2	$2.64K	Buy	+36	New	+$2.4K	﹤0.01%	883

Other funds holding KFY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Clearstead Trust's KFY Position: Q4 2025 in Review

Clearstead Trust sold out of Korn Ferry (KFY) in Q4 2025, closing a stake of 36 shares — an estimated $2.52K sold.

Clearstead Trust first reported a position in KFY in Q2 2025 and held it in 2 quarters. The position peaked at $2.64K in Q2 2025. 343 funds tracked by Wall St. Rank hold KFY as of Q4 2025.

Clearstead Trust reported no remaining Korn Ferry position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 36 Korn Ferry shares in Q4 2025, an estimated $2.52K.
Clearstead Trust first reported a position in Korn Ferry in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Korn Ferry position peaked at $2.64K in Q2 2025.
343 funds tracked by Wall St. Rank held Korn Ferry as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.