Avalon Trust’s Kyndryl KD Stock Holding History

Avalon Trust’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	$1.41K	Hold	125	–	–	﹤0.01%	448
2026 Q1	$1.64K	Hold	125	–	–	﹤0.01%	441
2025 Q4	$3.32K	Hold	125	–	–	﹤0.01%	404
2025 Q3	$3.75K	Hold	125	–	–	﹤0.01%	442
2025 Q2	$5.25K	Sell	125 -2	-2%	-$72	﹤0.01%	365
2025 Q1	$3.98K	Buy	127 +2	+2%	+$75	﹤0.01%	398
2024 Q4	$4.33K	Hold	125	–	–	﹤0.01%	369
2024 Q3	$2.87K	Sell	125 -71	-36%	-$1.73K	﹤0.01%	307
2024 Q2	$5.16K	Hold	196	–	–	﹤0.01%	295
2024 Q1	$4.26K	Hold	196	–	–	﹤0.01%	303
2023 Q4	$4.07K	Buy	196 +71	+57%	+$1.21K	﹤0.01%	318
2023 Q3	$1.89K	Hold	125	–	–	﹤0.01%	300
2023 Q2	$1.66K	Hold	125	–	–	﹤0.01%	305
2023 Q1	$1.84K	Buy	+125	New	+$1.77K	﹤0.01%	301

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

Avalon Trust's KD Position: Q2 2026 in Review

Avalon Trust held its Kyndryl (KD) position steady in Q2 2026 at 125 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Avalon Trust first reported a position in KD in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.25K in Q2 2025. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Avalon Trust held 125 shares of Kyndryl worth $1.41K as of Q2 2026.
Avalon Trust left its Kyndryl share count unchanged in Q2 2026.
Kyndryl made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #448 holding.
Avalon Trust first reported a position in Kyndryl in Q1 2023 and has held it in 14 quarters since.
Avalon Trust's Kyndryl position peaked at $5.25K in Q2 2025.
673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.