Asset Planning Inc
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Asset Planning Inc’s Kyndryl KD Stock Holding History

Asset Planning Inc’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
Q3 		$3.37K Hold
299
– – ﹤0.01% 281
2026
Q2 		$3.38K Hold
299
– – ﹤0.01% 290
2026
Q1 		$3.92K Hold
299
– – ﹤0.01% 266
2025
Q4 		$7.94K Hold
299
– – 0.01% 241
2025
Q3 		$8.98K Hold
299
– – 0.01% 237
2025
Q2 		$12.5K Hold
299
– – 0.01% 226
2025
Q1 		$9.39K Hold
299
– – 0.01% 245
2024
Q4 		$10.3K Buy
+299
New +$8.7K 0.01% 244

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Creative Planning
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Asset Planning Inc's KD Position: Q3 2026 in Review

Asset Planning Inc held its Kyndryl (KD) position steady in Q3 2026 at 299 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Asset Planning Inc first reported a position in KD in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.5K in Q2 2025. 261 funds tracked by Wall St. Rank hold KD as of Q3 2026.

  • Asset Planning Inc held 299 shares of Kyndryl worth $3.37K as of Q3 2026.
  • Asset Planning Inc left its Kyndryl share count unchanged in Q3 2026.
  • Kyndryl made up ﹤0.01% of Asset Planning Inc's portfolio in Q3 2026, its #281 holding.
  • Asset Planning Inc first reported a position in Kyndryl in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Kyndryl position peaked at $12.5K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.