Cresset Asset Management’s Korn Ferry KFY Stock Holding History

Cresset Asset Management’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	$679K	Sell	10,688 -69	-0.6%	-$4.45K	﹤0.01%	931
2025 Q4	$715K	Sell	10,757 -108	-1%	-$7.27K	﹤0.01%	928
2025 Q3	$766K	Sell	10,865 -6	-0.1%	-$438	﹤0.01%	852
2025 Q2	$797K	Sell	10,871 -3,359	-24%	-$224K	﹤0.01%	754
2025 Q1	$972K	Sell	14,230 -677	-5%	-$45.7K	﹤0.01%	794
2024 Q4	$1.01M	Sell	14,907 -137	-0.9%	-$9.97K	﹤0.01%	798
2024 Q3	$1.14M	Buy	15,044 +866	+6%	+$60.8K	﹤0.01%	1098
2024 Q2	$952K	Sell	14,178 -468	-3%	-$30.1K	﹤0.01%	1095
2024 Q1	$968K	Sell	14,646 -13,720	-48%	-$828K	﹤0.01%	1000
2023 Q4	$1.69M	Buy	28,366 +4,556	+19%	+$233K	0.01%	663
2023 Q3	$1.13M	Buy	23,810 +3,188	+15%	+$162K	0.01%	792
2023 Q2	$1.02M	Buy	+20,622	New	+$1.01M	0.01%	937
2019 Q2	–	Sell	-40	Closed	-$2K	–	1097
2019 Q1	$2K	Buy	+40	New	+$1.83K	﹤0.01%	1655

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