Monograph Wealth Advisors’s Korn Ferry KFY Stock Holding History

Monograph 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 Q1	$263K	Hold	4,138	–	–	0.02%	124
2025 Q4	$275K	Hold	4,138	–	–	0.03%	116
2025 Q3	$292K	Hold	4,138	–	–	0.03%	121
2025 Q2	$303K	Hold	4,138	–	–	0.04%	104
2025 Q1	$283K	Hold	4,138	–	–	0.04%	93
2024 Q4	$281K	Hold	4,138	–	–	0.04%	94
2024 Q3	$313K	Hold	4,138	–	–	0.04%	91
2024 Q2	$278K	Hold	4,138	–	–	0.04%	88
2024 Q1	$273K	Hold	4,138	–	–	0.04%	132
2023 Q4	$247K	Sell	4,138 -2,579	-38%	-$132K	0.04%	92
2023 Q3	$320K	Hold	6,717	–	–	0.06%	90
2023 Q2	$333K	Hold	6,717	–	–	0.07%	64
2023 Q1	$349K	Hold	6,717	–	–	0.08%	64
2022 Q4	$341K	Hold	6,717	–	–	0.09%	67
2022 Q3	$316K	Hold	6,717	–	–	0.1%	56
2022 Q2	$390K	Hold	6,717	–	–	0.11%	53
2022 Q1	$437K	Hold	6,717	–	–	0.11%	56
2021 Q4	$509K	Buy	+6,717	New	+$516K	0.13%	51

Other funds holding KFY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Monograph Wealth Advisors's KFY Position: Q1 2026 in Review

Monograph Wealth Advisors held its Korn Ferry (KFY) position steady in Q1 2026 at 4,138 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #124.

Monograph Wealth Advisors first reported a position in KFY in Q4 2021 and has held it in 18 quarters since. The position peaked at $509K in Q4 2021. 344 funds tracked by Wall St. Rank hold KFY as of Q1 2026.

Monograph Wealth Advisors held 4,138 shares of Korn Ferry worth $263K as of Q1 2026.
Monograph Wealth Advisors left its Korn Ferry share count unchanged in Q1 2026.
Korn Ferry made up 0.02% of Monograph Wealth Advisors's portfolio in Q1 2026, its #124 holding.
Monograph Wealth Advisors first reported a position in Korn Ferry in Q4 2021 and has held it in 18 quarters since.
Monograph Wealth Advisors's Korn Ferry position peaked at $509K in Q4 2021.
344 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.