Advisors Asset Management’s Kyndryl KD Stock Holding History

Advisors Asset Management’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
2025 Q4	–	Sell	-586	Closed	-$17.6K	–	1471
2025 Q3	$17.6K	Sell	586 -157	-21%	-$5.39K	﹤0.01%	1365
2025 Q2	$31.2K	Sell	743 -22	-3%	-$796	﹤0.01%	1316
2025 Q1	$24K	Sell	765 -5	-0.6%	-$187	﹤0.01%	1352
2024 Q4	$26.6K	Buy	770 +147	+24%	+$4.28K	﹤0.01%	1364
2024 Q3	$14.3K	Buy	+623	New	+$15.2K	﹤0.01%	1394
2023 Q4	–	Sell	-1,323	Closed	-$20K	–	1420
2023 Q3	$20K	Sell	1,323 -1,870	-59%	-$27.7K	﹤0.01%	1360
2023 Q2	$42.4K	Sell	3,193 -1,731	-35%	-$23.4K	﹤0.01%	1297
2023 Q1	$72.7K	Sell	4,924 -1,770	-26%	-$25.1K	﹤0.01%	1263
2022 Q4	$74.4K	Sell	6,694 -9,985	-60%	-$100K	﹤0.01%	1292
2022 Q3	$138K	Sell	16,679 -15,294	-48%	-$159K	﹤0.01%	1209
2022 Q2	$313K	Sell	31,973 -10,539	-25%	-$123K	0.01%	1057
2022 Q1	$558K	Sell	42,512 -12,609	-23%	-$190K	0.01%	977
2021 Q4	$998K	Buy	+55,121	New	+$1.19M	0.01%	828

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

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

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

AQR Capital Management

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

Dimensional Fund Advisors

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

Geode Capital Management

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

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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