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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
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 $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Pinnacle Wealth Planning Services's KFY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Korn Ferry (KFY) stake by 5.4% in Q2 2026, buying an estimated $2.37K and bringing the position to 681 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Pinnacle Wealth Planning Services first reported a position in KFY in Q4 2020 and has held it in 4 quarters since. The position peaked at $107K in Q4 2025. 364 funds tracked by Wall St. Rank hold KFY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 681 shares of Korn Ferry worth $45.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 35 Korn Ferry shares in Q2 2026, an estimated $2.37K.
  • Korn Ferry made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1340 holding.
  • Pinnacle Wealth Planning Services first reported a position in Korn Ferry in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Korn Ferry position peaked at $107K in Q4 2025.
  • 364 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.