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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Institute for Wealth Management's KFY Position: Q3 2025 in Review

Institute for Wealth Management sold out of Korn Ferry (KFY) in Q3 2025, closing a stake of 3,282 shares — an estimated $241K sold.

Institute for Wealth Management first reported a position in KFY in Q1 2025 and held it in 2 quarters. The position peaked at $241K in Q2 2025. 336 funds tracked by Wall St. Rank hold KFY as of Q3 2025.

  • Institute for Wealth Management reported no remaining Korn Ferry position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 3,282 Korn Ferry shares in Q3 2025, an estimated $241K.
  • Institute for Wealth Management first reported a position in Korn Ferry in Q1 2025 and held it in 2 quarters.
  • Institute for Wealth Management's Korn Ferry position peaked at $241K in Q2 2025.
  • 336 funds tracked by Wall St. Rank held Korn Ferry as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.