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Twin Peaks Wealth Advisors’s Korn Ferry KFY Stock Holding History

Twin Peaks Wealth Advisors’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 		$7.62K Buy
+121
New +$7.81K ﹤0.01% 1198
2025
Q3 		– Sell
-270
Closed -$19.4K – 1204
2025
Q2 		$19.4K Buy
+270
New +$18K 0.01% 615

Other funds holding KFY

BlackRock
BlackRock New York $5.72T 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

Twin Peaks Wealth Advisors's KFY Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Korn Ferry (KFY) in Q1 2026: 121 shares worth $7.62K. The stake represents ﹤0.01% of the portfolio and ranks #1198 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in KFY as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in KFY in Q2 2025 and has held it in 2 quarters since. The position peaked at $19.4K in Q2 2025. 344 funds tracked by Wall St. Rank hold KFY as of Q1 2026.

  • Twin Peaks Wealth Advisors held 121 shares of Korn Ferry worth $7.62K as of Q1 2026.
  • Korn Ferry was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Korn Ferry made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1198 holding.
  • Twin Peaks Wealth Advisors first reported a position in Korn Ferry in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Korn Ferry position peaked at $19.4K in Q2 2025.
  • 344 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.