Private Wealth Management Group’s Korn Ferry KFY Stock Holding History

Private Wealth Management Group’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	$733	Hold	11	–	–	﹤0.01%	1352
2026 Q1	$693	Hold	11	–	–	﹤0.01%	1318
2025 Q4	$727	Hold	11	–	–	﹤0.01%	1329
2025 Q3	$770	Hold	11	–	–	﹤0.01%	1340
2025 Q2	$807	Hold	11	–	–	﹤0.01%	1324
2025 Q1	$747	Hold	11	–	–	﹤0.01%	1330
2024 Q4	$742	Hold	11	–	–	﹤0.01%	1368
2024 Q3	$828	Hold	11	–	–	﹤0.01%	1335
2024 Q2	$739	Hold	11	–	–	﹤0.01%	1361
2024 Q1	$724	Hold	11	–	–	﹤0.01%	1369
2023 Q4	$653	Buy	+11	New	+$562	﹤0.01%	1402

Other funds holding KFY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's KFY Position: Q2 2026 in Review

Private Wealth Management Group held its Korn Ferry (KFY) position steady in Q2 2026 at 11 shares worth $733. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Private Wealth Management Group first reported a position in KFY in Q4 2023 and has held it in 11 quarters since. The position peaked at $828 in Q3 2024. 362 funds tracked by Wall St. Rank hold KFY as of Q2 2026.

Private Wealth Management Group held 11 shares of Korn Ferry worth $733 as of Q2 2026.
Private Wealth Management Group left its Korn Ferry share count unchanged in Q2 2026.
Korn Ferry made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1352 holding.
Private Wealth Management Group first reported a position in Korn Ferry in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Korn Ferry position peaked at $828 in Q3 2024.
362 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.