JFS Wealth Advisors’s Korn Ferry KFY Stock Holding History

JFS Wealth Advisors’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	$4.33K	Buy	65 +13	+25%	+$879	﹤0.01%	1336
2026 Q1	$3.28K	Sell	52 -6	-10%	-$387	﹤0.01%	1344
2025 Q4	$3.84K	Buy	58 +9	+18%	+$605	﹤0.01%	1338
2025 Q3	$3.43K	Hold	49	–	–	﹤0.01%	1264
2025 Q2	$3.59K	Buy	49 +13	+36%	+$866	﹤0.01%	1203
2025 Q1	$2.44K	Sell	36 -3	-8%	-$203	﹤0.01%	1399
2024 Q4	$2.63K	Hold	39	–	–	﹤0.01%	1370
2024 Q3	$2.94K	Buy	39 +6	+18%	+$421	﹤0.01%	1328
2024 Q2	$2.22K	Hold	33	–	–	﹤0.01%	1396
2024 Q1	$2.17K	Hold	33	–	–	﹤0.01%	1414
2023 Q4	$1.96K	Sell	33 -10	-23%	-$511	﹤0.01%	1448
2023 Q3	$2.04K	Buy	43 +18	+72%	+$915	﹤0.01%	1356
2023 Q2	$1.24K	Buy	25 +5	+25%	+$246	﹤0.01%	1537
2023 Q1	$1.03K	Sell	20 -11	-35%	-$594	﹤0.01%	1572
2022 Q4	$1.57K	Sell	31 -10	-24%	-$531	﹤0.01%	1467
2022 Q3	$2K	Buy	41 +28	+215%	+$1.65K	﹤0.01%	1343
2022 Q2	$1K	Sell	13 -18	-58%	-$1.09K	﹤0.01%	1561
2022 Q1	$2K	Buy	31 +19	+158%	+$1.28K	﹤0.01%	1435
2021 Q4	$1K	Buy	+12	New	+$922	﹤0.01%	1427
2020 Q3	–	Sell	-11	Closed	–	–	580
2020 Q2	$0	Sell	11 -12	-52%	-$343	﹤0.01%	555
2020 Q1	$1K	Buy	+23	New	+$848	﹤0.01%	474

Other funds holding KFY

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return