Addison Advisors’s Kyndryl KD Stock Holding History

Addison Advisors’s Portfolio KD Stock Details KD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.15K	Hold	621	–	–	﹤0.01%	683
2025 Q4	$16.5K	Sell	621 -35	-5%	-$949	﹤0.01%	566
2025 Q3	$19.7K	Hold	656	–	–	﹤0.01%	554
2025 Q2	$27.5K	Buy	656 +43	+7%	+$1.55K	0.01%	495
2025 Q1	$19.2K	Hold	613	–	–	0.01%	509
2024 Q4	$21.2K	Sell	613 -151	-20%	-$4.39K	0.01%	497
2024 Q3	$17.6K	Sell	764 -1	-0.1%	-$24	﹤0.01%	522
2024 Q2	$20.1K	Buy	765 +9	+1%	+$216	0.01%	487
2024 Q1	$16.5K	Hold	756	–	–	0.01%	482
2023 Q4	$15.7K	Buy	756 +130	+21%	+$2.22K	0.01%	477
2023 Q3	$9.45K	Sell	626 -50	-7%	-$742	﹤0.01%	492
2023 Q2	$8.98K	Sell	676 -9	-1%	-$122	﹤0.01%	485
2023 Q1	$10.1K	Buy	685 +5	+0.7%	+$71	0.01%	459
2022 Q4	$7.56K	Sell	680 -44	-6%	-$443	﹤0.01%	467
2022 Q3	$6K	Hold	724	–	–	﹤0.01%	485
2022 Q2	$7K	Sell	724 -147	-17%	-$1.71K	﹤0.01%	473
2022 Q1	$11K	Buy	871 +40	+5%	+$602	0.01%	469
2021 Q4	$15K	Buy	+831	New	+$17.9K	0.01%	372

Other funds holding KD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Addison Advisors's KD Position: Q1 2026 in Review

Addison Advisors held its Kyndryl (KD) position steady in Q1 2026 at 621 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Addison Advisors first reported a position in KD in Q4 2021 and has held it in 18 quarters since. The position peaked at $27.5K in Q2 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Addison Advisors held 621 shares of Kyndryl worth $8.15K as of Q1 2026.
Addison Advisors left its Kyndryl share count unchanged in Q1 2026.
Kyndryl made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #683 holding.
Addison Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 18 quarters since.
Addison Advisors's Kyndryl position peaked at $27.5K in Q2 2025.
660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.