AWM
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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
2025
Q4 		– Sell
-36,004
Closed -$1.08M – 2514
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

Vanguard Group
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
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
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
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return