Back to KFY
Root Financial Partners, LLC → KFY
Root Financial Partners, LLC KFY Position History
Korn Ferry
Quarters held
5
Latest value
$385K
Q3 2026
Peak value
$385K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $340K |
| Q4 2025 | $327K |
| Q1 2026 | $329K |
| Q2 2026 | $359K |
| Q3 2026 | $385K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $385K | 5.4K | — | — |
| Q2 2026 | $359K | 5.4K | — | — |
| Q1 2026 | $329K | 5.2K | — | — |
| Q4 2025 | $327K | 5.0K | — | — |
| Q3 2025 | $340K | 4.9K | — | — |
Other funds holding KFY
$443.6M
$409.9M
$399.3M
$397.1M
$390.8M
$378.4M
$368.9M
$156.5M
Other Root Financial Partners, LLC positions
CRDO
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CRDO
$186.8MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$162.3MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
HONA
$158.7MDIMENSIONAL CORE FIXED INCOME ETF
CRDO
$151.2MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF