AE Wealth Management’s Kyndryl KD Stock Holding History

AE Wealth 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
2026 Q2	$119K	Buy	+10,527	New	+$131K	﹤0.01%	1864
2025 Q4	–	Sell	-36,004	Closed	-$1.08M	–	2513
2025 Q3	$1.08M	Buy	36,004 +30,710	+580%	+$1.05M	0.01%	736
2025 Q2	$222K	Buy	+5,294	New	+$191K	﹤0.01%	1258
2024 Q1	–	Sell	-17,575	Closed	-$373K	–	1607
2023 Q4	$373K	Buy	17,575 +1,530	+10%	+$26.1K	﹤0.01%	1603
2023 Q3	$242K	Sell	16,045 -656	-4%	-$9.73K	﹤0.01%	1704
2023 Q2	$222K	Sell	16,701 -59,470	-78%	-$805K	﹤0.01%	1705
2023 Q1	$1.12M	Sell	76,171 -19,936	-21%	-$283K	0.01%	1002
2022 Q4	$1.07M	Sell	96,107 -11,910	-11%	-$120K	0.01%	958
2022 Q3	$893K	Buy	108,017 +84,509	+359%	+$879K	0.01%	985
2022 Q2	$230K	Buy	+23,508	New	+$274K	﹤0.01%	1543
2022 Q1	–	Sell	-23,144	Closed	-$419K	–	1753
2021 Q4	$419K	Buy	+23,144	New	+$500K	﹤0.01%	1328

Other funds holding KD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AE Wealth Management's KD Position: Q2 2026 in Review

AE Wealth Management opened a new position in Kyndryl (KD) in Q2 2026: 10,527 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #1864 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in KD as recently as Q3 2025.

AE Wealth Management first reported a position in KD in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.12M in Q1 2023. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

AE Wealth Management held 10,527 shares of Kyndryl worth $119K as of Q2 2026.
Kyndryl was a new AE Wealth Management position in Q2 2026.
Kyndryl made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1864 holding.
AE Wealth Management first reported a position in Kyndryl in Q4 2021 and has held it in 11 quarters since.
AE Wealth Management's Kyndryl position peaked at $1.12M in Q1 2023.
671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.