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Heritage Family Offices’s Kforce KFRC Stock Holding History

Heritage Family Offices’s Portfolio KFRC Stock Details KFRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,545
Closed -$272K – 202
2025
Q2 		$272K Hold
5,545
– – 0.14% 135
2025
Q1 		$271K Buy
5,545
+987
+22% +$51.4K 0.14% 134
2024
Q4 		$258K Buy
+4,558
New +$265K 0.13% 148

Other funds holding KFRC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Heritage Family Offices's KFRC Position: Q3 2025 in Review

Heritage Family Offices sold out of Kforce (KFRC) in Q3 2025, closing a stake of 5,545 shares — an estimated $272K sold.

Heritage Family Offices first reported a position in KFRC in Q4 2024 and held it in 3 quarters. The position peaked at $272K in Q2 2025. 201 funds tracked by Wall St. Rank hold KFRC as of Q3 2025.

  • Heritage Family Offices reported no remaining Kforce position as of Q3 2025 after selling out during the quarter.
  • Heritage Family Offices sold 5,545 Kforce shares in Q3 2025, an estimated $272K.
  • Heritage Family Offices first reported a position in Kforce in Q4 2024 and held it in 3 quarters.
  • Heritage Family Offices's Kforce position peaked at $272K in Q2 2025.
  • 201 funds tracked by Wall St. Rank held Kforce as of Q3 2025.

Based on Heritage Family Offices's 13F filing for Q3 2025, filed 7 Oct 2025.