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Summit Wealth Group (Colorado)’s Kforce KFRC Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-27,619
Closed -$2.27M – 449
2025
Q3 		$2.27M Buy
+27,619
New +$979K 0.24% 77

Other funds holding KFRC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Wealth Group (Colorado)'s KFRC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Kforce (KFRC) in Q4 2025, closing a stake of 27,619 shares — an estimated $2.27M sold.

Summit Wealth Group (Colorado) first reported a position in KFRC in Q3 2025 and held it in 1 quarter. The position peaked at $2.27M in Q3 2025. 210 funds tracked by Wall St. Rank hold KFRC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Kforce position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 27,619 Kforce shares in Q4 2025, an estimated $2.27M.
  • Summit Wealth Group (Colorado) first reported a position in Kforce in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Kforce position peaked at $2.27M in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Kforce as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.