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Integrated Wealth Concepts’s Kforce KFRC Stock Holding History

Integrated Wealth Concepts’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
-5,407
Closed -$222K – 2037
2025
Q2 		$222K Buy
+5,407
New +$227K ﹤0.01% 1709

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

Integrated Wealth Concepts's KFRC Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Kforce (KFRC) in Q3 2025, closing a stake of 5,407 shares — an estimated $222K sold.

Integrated Wealth Concepts first reported a position in KFRC in Q2 2025 and held it in 1 quarter. The position peaked at $222K in Q2 2025. 201 funds tracked by Wall St. Rank hold KFRC as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Kforce position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 5,407 Kforce shares in Q3 2025, an estimated $222K.
  • Integrated Wealth Concepts first reported a position in Kforce in Q2 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Kforce position peaked at $222K in Q2 2025.
  • 201 funds tracked by Wall St. Rank held Kforce as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.