SOA Wealth Advisors’s Korn Ferry KFY Stock Holding History

SOA Wealth Advisors’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	$1.43K	Sell	23 -294	-93%	-$19K	﹤0.01%	725
2025 Q4	$21K	Sell	317 -11	-3%	-$740	﹤0.01%	498
2025 Q3	$23K	Buy	328 +2	+0.6%	+$146	﹤0.01%	499
2025 Q2	$23.9K	Buy	326 +2	+0.6%	+$133	﹤0.01%	473
2025 Q1	$21.9K	Buy	324 +2	+0.6%	+$135	﹤0.01%	458
2024 Q4	$21.7K	Buy	322 +2	+0.6%	+$145	﹤0.01%	445
2024 Q3	$24.1K	Buy	320 +1	+0.3%	+$70	﹤0.01%	421
2024 Q2	$21.4K	Buy	319 +2	+0.6%	+$129	﹤0.01%	432
2024 Q1	$20.8K	Buy	317 +2	+0.6%	+$121	﹤0.01%	441
2023 Q4	$18.7K	Buy	315 +1	+0.3%	+$51	﹤0.01%	440
2023 Q3	$14.9K	Buy	314 +1	+0.3%	+$51	﹤0.01%	471
2023 Q2	$15.5K	Buy	313 +1	+0.3%	+$49	﹤0.01%	467
2023 Q1	$16.1K	Buy	312 +1	+0.3%	+$54	﹤0.01%	463
2022 Q4	$15.7K	Hold	311	–	–	﹤0.01%	448
2022 Q3	$14K	Hold	311	–	–	﹤0.01%	455
2022 Q2	$18K	Hold	311	–	–	0.01%	403
2022 Q1	$20K	Hold	311	–	–	﹤0.01%	465
2021 Q4	$23K	Hold	311	–	–	0.01%	425
2021 Q3	$22K	Hold	311	–	–	0.01%	441
2021 Q2	$22K	Hold	311	–	–	0.01%	445
2021 Q1	$19K	Hold	311	–	–	0.01%	417
2020 Q4	$17K	Buy	+311	New	+$11.4K	﹤0.01%	434

Other funds holding KFY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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