Pinnacle Wealth Planning Services
KFY icon

Pinnacle Wealth Planning Services’s Korn Ferry KFY Stock Holding History

Pinnacle Wealth Planning 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
Q3 		$50.8K Buy
710
+29
+4% +$2.3K 0.01% 1256
2026
Q2 		$45.3K Buy
681
+35
+5% +$2.37K ﹤0.01% 1340
2026
Q1 		$40.7K Sell
646
-980
-60% -$63.3K ﹤0.01% 1318
2025
Q4 		$107K Buy
+1,626
New +$109K 0.01% 743
2021
Q1 		– Sell
-145
Closed -$7K – 1184
2020
Q4 		$7K Buy
+145
New +$5.34K ﹤0.01% 1531

Other funds holding KFY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's KFY Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Korn Ferry (KFY) stake by 4.3% in Q3 2026, buying an estimated $2.3K and bringing the position to 710 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #1256.

Pinnacle Wealth Planning Services first reported a position in KFY in Q4 2020 and has held it in 5 quarters since. The position peaked at $107K in Q4 2025. 300 funds tracked by Wall St. Rank hold KFY as of Q3 2026.

  • Pinnacle Wealth Planning Services held 710 shares of Korn Ferry worth $50.8K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 29 Korn Ferry shares in Q3 2026, an estimated $2.3K.
  • Korn Ferry made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1256 holding.
  • Pinnacle Wealth Planning Services first reported a position in Korn Ferry in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Korn Ferry position peaked at $107K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Korn Ferry as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.