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Summit Securities Group’s Korn Ferry KFY Stock Holding History

Summit Securities Group’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
2025
Q1 		– Sell
-100
Closed -$6.75K – 957
2024
Q4 		$6.75K Buy
+100
New +$7.28K ﹤0.01% 495
2023
Q2 		– Sell
-15
Closed -$1K – 1002
2023
Q1 		$1K Buy
+15
New +$810 ﹤0.01% 756

Other funds holding KFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Summit Securities Group's KFY Position: Q1 2025 in Review

Summit Securities Group sold out of Korn Ferry (KFY) in Q1 2025, closing a stake of 100 shares — an estimated $6.75K sold.

Summit Securities Group first reported a position in KFY in Q1 2023 and held it in 2 quarters. The position peaked at $6.75K in Q4 2024. 329 funds tracked by Wall St. Rank hold KFY as of Q1 2025.

  • Summit Securities Group reported no remaining Korn Ferry position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 100 Korn Ferry shares in Q1 2025, an estimated $6.75K.
  • Summit Securities Group first reported a position in Korn Ferry in Q1 2023 and held it in 2 quarters.
  • Summit Securities Group's Korn Ferry position peaked at $6.75K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.