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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
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

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

SOA Wealth Advisors's KFY Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Korn Ferry (KFY) stake by 17% in Q2 2026, selling an estimated $271 and leaving 19 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

SOA Wealth Advisors first reported a position in KFY in Q4 2020 and has held it in 23 quarters since. The position peaked at $24.1K in Q3 2024. 364 funds tracked by Wall St. Rank hold KFY as of Q2 2026.

  • SOA Wealth Advisors held 19 shares of Korn Ferry worth $1.26K as of Q2 2026.
  • SOA Wealth Advisors sold 4 Korn Ferry shares in Q2 2026, an estimated $271.
  • Korn Ferry made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #790 holding.
  • SOA Wealth Advisors first reported a position in Korn Ferry in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Korn Ferry position peaked at $24.1K in Q3 2024.
  • 364 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.