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Baron Wealth Management LLC

SEC CIK
0001968507
Latest filing
Jul 7, 2026

KFY holding history

Korn Ferry in every 13F filed by Baron Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KFY overviewAll 13F holders of KFYFull Q2 2026 holdings

Shares (Q2 2026)
6,497
Value
$432.6K
% of portfolio
0.1%
Quarters held
4
Since Q2 2025
Holdings of KFY by Baron Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,497$432.6K0.1%+3,265+101.0%AddedHolders
Q1 20263,232$203.4K0.1%+3,232NewHolders
Q4 20250$00.0%−3,486−100.0%Sold outHolders
Q3 20253,486$243.9K0.1%+179+5.4%AddedHolders
Q2 20253,307$242.5K0.1%+3,307NewHolders