AllSquare Wealth Management’s Kyndryl KD Stock Holding History

AllSquare 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 Q3	$6.49K	Hold	216	–	–	﹤0.01%	416
2025 Q2	$9.06K	Hold	216	–	–	0.01%	389
2025 Q1	$6.78K	Hold	216	–	–	﹤0.01%	409
2024 Q4	$7.47K	Hold	216	–	–	﹤0.01%	405
2024 Q3	$4.96K	Sell	216 -165	-43%	-$4.02K	﹤0.01%	439
2024 Q2	$10K	Hold	381	–	–	0.01%	373
2024 Q1	$8.29K	Hold	381	–	–	﹤0.01%	391
2023 Q4	$7.92K	Hold	381	–	–	﹤0.01%	392
2023 Q3	$5.75K	Hold	381	–	–	﹤0.01%	409
2023 Q2	$4.76K	Hold	381	–	–	﹤0.01%	438
2023 Q1	$5.62K	Hold	381	–	–	﹤0.01%	423
2022 Q4	$4.24K	Hold	381	–	–	﹤0.01%	427
2022 Q3	$3K	Sell	381 -30	-7%	-$312	﹤0.01%	438
2022 Q2	$4K	Hold	411	–	–	﹤0.01%	434
2022 Q1	$5K	Hold	411	–	–	﹤0.01%	426
2021 Q4	$7K	Buy	+411	New	+$8.87K	﹤0.01%	406

Other funds holding KD

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

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

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AllSquare Wealth Management's KD Position: Q3 2025 in Review

AllSquare Wealth Management held its Kyndryl (KD) position steady in Q3 2025 at 216 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

AllSquare Wealth Management first reported a position in KD in Q4 2021 and has held it in 16 quarters since. The position peaked at $10K in Q2 2024. 689 funds tracked by Wall St. Rank hold KD as of Q3 2025.

AllSquare Wealth Management held 216 shares of Kyndryl worth $6.49K as of Q3 2025.
AllSquare Wealth Management left its Kyndryl share count unchanged in Q3 2025.
Kyndryl made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #416 holding.
AllSquare Wealth Management first reported a position in Kyndryl in Q4 2021 and has held it in 16 quarters since.
AllSquare Wealth Management's Kyndryl position peaked at $10K in Q2 2024.
689 funds tracked by Wall St. Rank held Kyndryl as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.