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Root Financial Partners’s Korn Ferry KFY Stock Holding History

Root Financial Partners’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 		$359K Buy
5,392
+171
+3% +$11.6K 0.01% 251
2026
Q1 		$329K Buy
5,221
+265
+5% +$17.1K 0.02% 234
2025
Q4 		$327K Buy
4,956
+95
+2% +$6.39K 0.02% 219
2025
Q3 		$340K Buy
4,861
+34
+0.7% +$2.48K 0.02% 195
2025
Q2 		$354K Buy
4,827
+57
+1% +$3.8K 0.03% 165
2025
Q1 		$324K Buy
4,770
+24
+0.5% +$1.62K 0.03% 147
2024
Q4 		$320K Buy
4,746
+46
+1% +$3.35K 0.04% 150
2024
Q3 		$354K Sell
4,700
-381
-7% -$26.7K 0.06% 113
2024
Q2 		$341K Buy
+5,081
New +$327K 0.08% 86

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

Root Financial Partners's KFY Position: Q2 2026 in Review

Root Financial Partners increased its Korn Ferry (KFY) stake by 3.3% in Q2 2026, buying an estimated $11.6K and bringing the position to 5,392 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #251.

Root Financial Partners first reported a position in KFY in Q2 2024 and has held it in 9 quarters since. 363 funds tracked by Wall St. Rank hold KFY as of Q2 2026.

  • Root Financial Partners held 5,392 shares of Korn Ferry worth $359K as of Q2 2026.
  • Root Financial Partners bought 171 Korn Ferry shares in Q2 2026, an estimated $11.6K.
  • Korn Ferry made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #251 holding.
  • Root Financial Partners first reported a position in Korn Ferry in Q2 2024 and has held it in 9 quarters since.
  • 363 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.