SGI
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Summit Global Investments’s Korn Ferry KFY Stock Holding History

Summit Global Investments’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 		$1.01M Sell
16,088
-584
-4% -$37.7K 0.06% 191
2025
Q4 		$1.1M Sell
16,672
-44
-0.3% -$2.96K 0.07% 183
2025
Q3 		$1.17M Buy
16,716
+168
+1% +$12.3K 0.07% 169
2025
Q2 		$1.21M Sell
16,548
-1,926
-10% -$128K 0.07% 156
2025
Q1 		$1.25M Sell
18,474
-196
-1% -$13.2K 0.09% 134
2024
Q4 		$1.26M Sell
18,670
-1,760
-9% -$128K 0.08% 173
2024
Q3 		$1.54M Sell
20,430
-2,179
-10% -$153K 0.1% 163
2024
Q2 		$1.52M Buy
22,609
+553
+3% +$35.5K 0.1% 154
2024
Q1 		$1.45M Sell
22,056
-3,615
-14% -$218K 0.11% 139
2023
Q4 		$1.52M Buy
25,671
+4,245
+20% +$217K 0.1% 157
2023
Q3 		$1.02M Buy
+21,426
New +$1.09M 0.07% 216
2022
Q3 		– Sell
-3,900
Closed -$226K – 483
2022
Q2 		$226K Buy
+3,900
New +$237K 0.02% 436
2018
Q4 		– Sell
-11,900
Closed -$586K – 286
2018
Q3 		$586K Buy
11,900
+500
+4% +$30.8K 0.08% 233
2018
Q2 		$706K Sell
11,400
-200
-2% -$11.2K 0.11% 142
2018
Q1 		$598K Sell
11,600
-1,400
-11% -$62.3K 0.1% 145
2017
Q4 		$538K Sell
13,000
-1,800
-12% -$74.7K 0.08% 203
2017
Q3 		$584K Buy
+14,800
New +$510K 0.09% 132

Other funds holding KFY

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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