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Litman Gregory Wealth Management’s Korn Ferry KFY Stock Holding History

Litman Gregory 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
Q4 		$493K Hold
7,473
– – 0.04% 101
2025
Q3 		$523K Hold
7,473
– – 0.04% 95
2025
Q2 		$548K Hold
7,473
– – 0.04% 88
2025
Q1 		$507K Hold
7,473
– – 0.04% 86
2024
Q4 		$504K Buy
+7,473
New +$544K 0.04% 83

Other funds holding KFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Litman Gregory Wealth Management's KFY Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Korn Ferry (KFY) position steady in Q4 2025 at 7,473 shares worth $493K. The position accounts for 0.04% of the portfolio, ranked #101.

Litman Gregory Wealth Management first reported a position in KFY in Q4 2024 and has held it in 5 quarters since. The position peaked at $548K in Q2 2025. 343 funds tracked by Wall St. Rank hold KFY as of Q4 2025.

  • Litman Gregory Wealth Management held 7,473 shares of Korn Ferry worth $493K as of Q4 2025.
  • Litman Gregory Wealth Management left its Korn Ferry share count unchanged in Q4 2025.
  • Korn Ferry made up 0.04% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #101 holding.
  • Litman Gregory Wealth Management first reported a position in Korn Ferry in Q4 2024 and has held it in 5 quarters since.
  • Litman Gregory Wealth Management's Korn Ferry position peaked at $548K in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Korn Ferry as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.