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Wealth Preservation Advisors’s Korn Ferry KFY Stock Holding History

Wealth Preservation 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
-54
Closed -$3.4K – 516
2026
Q1 		$3.4K Buy
+54
New +$3.49K ﹤0.01% 536

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

Wealth Preservation Advisors's KFY Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Korn Ferry (KFY) in Q2 2026, closing a stake of 54 shares — an estimated $3.4K sold.

Wealth Preservation Advisors first reported a position in KFY in Q1 2026 and held it in 1 quarter. The position peaked at $3.4K in Q1 2026. 363 funds tracked by Wall St. Rank hold KFY as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Korn Ferry position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 54 Korn Ferry shares in Q2 2026, an estimated $3.4K.
  • Wealth Preservation Advisors first reported a position in Korn Ferry in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Korn Ferry position peaked at $3.4K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.