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Summit Wealth Group (Colorado)’s Korn Ferry KFY Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-13,314
Closed -$4.36M – 359
2025
Q3 		$4.36M Buy
+13,314
New +$971K 0.68% 27

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Korn Ferry (KFY) in Q4 2025, closing a stake of 13,314 shares — an estimated $4.36M sold.

Summit Wealth Group (Colorado) first reported a position in KFY in Q3 2025 and held it in 1 quarter. The position peaked at $4.36M in Q3 2025. 343 funds tracked by Wall St. Rank hold KFY as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Korn Ferry position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 13,314 Korn Ferry shares in Q4 2025, an estimated $4.36M.
  • Summit Wealth Group (Colorado) first reported a position in Korn Ferry in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Korn Ferry position peaked at $4.36M in Q3 2025.
  • 343 funds tracked by Wall St. Rank held Korn Ferry as of Q4 2025.

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