Summit Financial’s Kforce KFRC Stock Holding History

Summit Financial’s Portfolio KFRC Stock Details KFRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,013	Closed	-$284K	–	729
2024 Q4	$284K	Buy	+5,013	New	+$291K	0.01%	553

Other funds holding KFRC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Summit Financial's KFRC Position: Q1 2025 in Review

Summit Financial sold out of Kforce (KFRC) in Q1 2025, closing a stake of 5,013 shares — an estimated $284K sold.

Summit Financial first reported a position in KFRC in Q4 2024 and held it in 1 quarter. The position peaked at $284K in Q4 2024. 222 funds tracked by Wall St. Rank hold KFRC as of Q1 2025.

Summit Financial reported no remaining Kforce position as of Q1 2025 after selling out during the quarter.
Summit Financial sold 5,013 Kforce shares in Q1 2025, an estimated $284K.
Summit Financial first reported a position in Kforce in Q4 2024 and held it in 1 quarter.
Summit Financial's Kforce position peaked at $284K in Q4 2024.
222 funds tracked by Wall St. Rank held Kforce as of Q1 2025.

Based on Summit Financial's 13F filing for Q1 2025, filed 14 May 2025.