Westmount Partners’s Korn Ferry KFY Stock Holding History

Westmount Partners’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	$2.76M	Hold	41,518	–	–	0.6%	34
2026 Q1	$2.61M	Hold	41,518	–	–	0.64%	35
2025 Q4	$2.74M	Hold	41,518	–	–	0.68%	33
2025 Q3	$2.89M	Sell	41,518 -138	-0.3%	-$10.1K	0.75%	28
2025 Q2	$3.05M	Hold	41,656	–	–	0.84%	24
2025 Q1	$2.83M	Hold	41,656	–	–	0.86%	24
2024 Q4	$2.81M	Hold	41,656	–	–	0.85%	26
2024 Q3	$3.13M	Sell	41,656 -2,066	-5%	-$145K	0.94%	24
2024 Q2	$2.91M	Hold	43,722	–	–	0.96%	22
2024 Q1	$2.88M	Hold	43,722	–	–	1.03%	21
2023 Q4	$2.59M	Hold	43,722	–	–	1.06%	20
2023 Q3	$2.07M	Sell	43,722 -151	-0.3%	-$7.67K	0.91%	24
2023 Q2	$2.17M	Hold	43,873	–	–	0.95%	23
2023 Q1	$2.27M	Sell	43,873 -1,998	-4%	-$108K	1.05%	20
2022 Q4	$2.32M	Buy	+45,871	New	+$2.44M	1.21%	17

Other funds holding KFY

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return