SOA Wealth Advisors
KFY icon

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
Q3 		$1.08K Sell
15
-4
-21% -$317 ﹤0.01% 764
2026
Q2 		$1.26K Sell
19
-4
-17% -$271 ﹤0.01% 790
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

SOA Wealth Advisors's KFY Position: Q3 2026 in Review

SOA Wealth Advisors reduced its Korn Ferry (KFY) stake by 21% in Q3 2026, selling an estimated $317 and leaving 15 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

SOA Wealth Advisors first reported a position in KFY in Q4 2020 and has held it in 24 quarters since. The position peaked at $24.1K in Q3 2024. 207 funds tracked by Wall St. Rank hold KFY as of Q3 2026.

  • SOA Wealth Advisors held 15 shares of Korn Ferry worth $1.08K as of Q3 2026.
  • SOA Wealth Advisors sold 4 Korn Ferry shares in Q3 2026, an estimated $317.
  • Korn Ferry made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #764 holding.
  • SOA Wealth Advisors first reported a position in Korn Ferry in Q4 2020 and has held it in 24 quarters since.
  • SOA Wealth Advisors's Korn Ferry position peaked at $24.1K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held Korn Ferry as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.