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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's KFY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Korn Ferry (KFY) stake by 60% in Q1 2026, selling an estimated $63.3K and leaving 646 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Pinnacle Wealth Planning Services first reported a position in KFY in Q4 2020 and has held it in 3 quarters since. The position peaked at $107K in Q4 2025. 344 funds tracked by Wall St. Rank hold KFY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 646 shares of Korn Ferry worth $40.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 980 Korn Ferry shares in Q1 2026, an estimated $63.3K.
  • Korn Ferry made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1318 holding.
  • Pinnacle Wealth Planning Services first reported a position in Korn Ferry in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Korn Ferry position peaked at $107K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.