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Venturi Wealth Management’s Korn Ferry KFY Stock Holding History

Venturi Wealth Management’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
-1,814
Closed -$122K – 1261
2024
Q4 		$122K Buy
+1,814
New +$132K 0.01% 694

Other funds holding KFY

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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

Venturi Wealth Management's KFY Position: Q1 2025 in Review

Venturi Wealth Management sold out of Korn Ferry (KFY) in Q1 2025, closing a stake of 1,814 shares — an estimated $122K sold.

Venturi Wealth Management first reported a position in KFY in Q4 2024 and held it in 1 quarter. The position peaked at $122K in Q4 2024. 329 funds tracked by Wall St. Rank hold KFY as of Q1 2025.

  • Venturi Wealth Management reported no remaining Korn Ferry position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,814 Korn Ferry shares in Q1 2025, an estimated $122K.
  • Venturi Wealth Management first reported a position in Korn Ferry in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Korn Ferry position peaked at $122K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.