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Institute for Wealth Management’s Korn Ferry KFY Stock Holding History

Institute for Wealth 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
Q2 		$27.3K Buy
+410
New +$27.7K ﹤0.01% 1038
2025
Q3 		– Sell
-3,282
Closed -$241K – 587
2025
Q2 		$241K Buy
3,282
+1
+0% +$67 0.03% 494
2025
Q1 		$223K Buy
+3,281
New +$222K 0.03% 486

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

Institute for Wealth Management's KFY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Korn Ferry (KFY) in Q2 2026: 410 shares worth $27.3K. The stake represents ﹤0.01% of the portfolio and ranks #1038 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in KFY as recently as Q2 2025.

Institute for Wealth Management first reported a position in KFY in Q1 2025 and has held it in 3 quarters since. The position peaked at $241K in Q2 2025. 363 funds tracked by Wall St. Rank hold KFY as of Q2 2026.

  • Institute for Wealth Management held 410 shares of Korn Ferry worth $27.3K as of Q2 2026.
  • Korn Ferry was a new Institute for Wealth Management position in Q2 2026.
  • Korn Ferry made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1038 holding.
  • Institute for Wealth Management first reported a position in Korn Ferry in Q1 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's Korn Ferry position peaked at $241K in Q2 2025.
  • 363 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.