EWA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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

EverSource Wealth Advisors's KFY Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Korn Ferry (KFY) stake by 0.25% in Q1 2026, selling an estimated $129 and leaving 795 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

EverSource Wealth Advisors first reported a position in KFY in Q4 2021 and has held it in 18 quarters since. The position peaked at $92.4K in Q2 2023. 344 funds tracked by Wall St. Rank hold KFY as of Q1 2026.

  • EverSource Wealth Advisors held 795 shares of Korn Ferry worth $50K as of Q1 2026.
  • EverSource Wealth Advisors sold 2 Korn Ferry shares in Q1 2026, an estimated $129.
  • Korn Ferry made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1883 holding.
  • EverSource Wealth Advisors first reported a position in Korn Ferry in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Korn Ferry position peaked at $92.4K in Q2 2023.
  • 344 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.