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Heritage Family Offices’s Korn Ferry KFY Stock Holding History

Heritage Family Offices’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 		– Sell
-3,894
Closed -$257K – 224
2025
Q4 		$257K Sell
3,894
-494
-11% -$33.2K 0.12% 159
2025
Q3 		$307K Buy
4,388
+275
+7% +$20.1K 0.14% 132
2025
Q2 		$280K Hold
4,113
– – 0.14% 131
2025
Q1 		$279K Buy
4,113
+253
+7% +$17.1K 0.14% 130
2024
Q4 		$260K Buy
3,860
+259
+7% +$18.8K 0.13% 147
2024
Q3 		$271K Sell
3,601
-12
-0.3% -$842 0.14% 143
2024
Q2 		$243K Buy
+3,613
New +$232K 0.13% 146

Other funds holding KFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Heritage Family Offices's KFY Position: Q1 2026 in Review

Heritage Family Offices sold out of Korn Ferry (KFY) in Q1 2026, closing a stake of 3,894 shares — an estimated $257K sold.

Heritage Family Offices first reported a position in KFY in Q2 2024 and held it in 7 quarters. The position peaked at $307K in Q3 2025. 345 funds tracked by Wall St. Rank hold KFY as of Q1 2026.

  • Heritage Family Offices reported no remaining Korn Ferry position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 3,894 Korn Ferry shares in Q1 2026, an estimated $257K.
  • Heritage Family Offices first reported a position in Korn Ferry in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Korn Ferry position peaked at $307K in Q3 2025.
  • 345 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.