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EverSource Wealth Advisors’s Korn Ferry KFY Stock Holding History

EverSource Wealth 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 		$37.4K Sell
562
-233
-29% -$15.8K ﹤0.01% 1964
2026
Q1 		$50K Sell
795
-2
-0.3% -$129 ﹤0.01% 1883
2025
Q4 		$52.6K Sell
797
-232
-23% -$15.6K ﹤0.01% 1712
2025
Q3 		$72K Buy
1,029
+175
+20% +$12.8K ﹤0.01% 1448
2025
Q2 		$62.6K Buy
854
+390
+84% +$26K ﹤0.01% 1479
2025
Q1 		$31.5K Sell
464
-30
-6% -$2.03K ﹤0.01% 1458
2024
Q4 		$33.3K Buy
494
+111
+29% +$8.07K ﹤0.01% 1368
2024
Q3 		$28.8K Sell
383
-5
-1% -$351 ﹤0.01% 1299
2024
Q2 		$28.6K Buy
388
+205
+112% +$13.2K ﹤0.01% 1341
2024
Q1 		$11.1K Buy
183
+115
+169% +$6.94K ﹤0.01% 1636
2023
Q4 		$4.04K Sell
68
-1,726
-96% -$88.1K ﹤0.01% 1945
2023
Q3 		$85.1K Sell
1,794
-72
-4% -$3.66K 0.01% 627
2023
Q2 		$92.4K Buy
1,866
+86
+5% +$4.23K 0.01% 609
2023
Q1 		$92.1K Buy
1,780
+82
+5% +$4.43K 0.01% 565
2022
Q4 		$86K Buy
1,698
+277
+19% +$14.7K 0.01% 557
2022
Q3 		$66K Buy
1,421
+143
+11% +$8.45K 0.02% 559
2022
Q2 		$74K Buy
1,278
+1,213
+1,866% +$73.7K 0.02% 471
2022
Q1 		$4K Sell
65
-224
-78% -$15.1K ﹤0.01% 1344
2021
Q4 		$22K Buy
+289
New +$22.2K 0.01% 641

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's KFY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Korn Ferry (KFY) stake by 29% in Q2 2026, selling an estimated $15.8K and leaving 562 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

EverSource Wealth Advisors first reported a position in KFY in Q4 2021 and has held it in 19 quarters since. The position peaked at $92.4K in Q2 2023. 363 funds tracked by Wall St. Rank hold KFY as of Q2 2026.

  • EverSource Wealth Advisors held 562 shares of Korn Ferry worth $37.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 233 Korn Ferry shares in Q2 2026, an estimated $15.8K.
  • Korn Ferry made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1964 holding.
  • EverSource Wealth Advisors first reported a position in Korn Ferry in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Korn Ferry position peaked at $92.4K in Q2 2023.
  • 363 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.