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Kestra Private Wealth Services’s Korn Ferry KFY Stock Holding History

Kestra Private Wealth Services’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
-10,039
Closed -$663K – 1824
2025
Q4 		$663K Buy
10,039
+384
+4% +$25.8K 0.01% 1013
2025
Q3 		$676K Buy
9,655
+360
+4% +$26.3K 0.01% 953
2025
Q2 		$682K Buy
+9,295
New +$619K 0.01% 903

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

Kestra Private Wealth Services's KFY Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Korn Ferry (KFY) in Q1 2026, closing a stake of 10,039 shares — an estimated $663K sold.

Kestra Private Wealth Services first reported a position in KFY in Q2 2025 and held it in 3 quarters. The position peaked at $682K in Q2 2025. 345 funds tracked by Wall St. Rank hold KFY as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Korn Ferry position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,039 Korn Ferry shares in Q1 2026, an estimated $663K.
  • Kestra Private Wealth Services first reported a position in Korn Ferry in Q2 2025 and held it in 3 quarters.
  • Kestra Private Wealth Services's Korn Ferry position peaked at $682K in Q2 2025.
  • 345 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.