TPWA
KFY icon

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
Q2 		– Sell
-121
Closed -$7.62K – 1270
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's KFY Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Korn Ferry (KFY) in Q2 2026, closing a stake of 121 shares — an estimated $7.62K sold.

Twin Peaks Wealth Advisors first reported a position in KFY in Q2 2025 and held it in 2 quarters. The position peaked at $19.4K in Q2 2025. 363 funds tracked by Wall St. Rank hold KFY as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Korn Ferry position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 121 Korn Ferry shares in Q2 2026, an estimated $7.62K.
  • Twin Peaks Wealth Advisors first reported a position in Korn Ferry in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Korn Ferry position peaked at $19.4K in Q2 2025.
  • 363 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.