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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Avalon Trust's KD Position: Q1 2026 in Review

Avalon Trust held its Kyndryl (KD) position steady in Q1 2026 at 125 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Avalon Trust first reported a position in KD in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.25K in Q2 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Avalon Trust held 125 shares of Kyndryl worth $1.64K as of Q1 2026.
Avalon Trust left its Kyndryl share count unchanged in Q1 2026.
Kyndryl made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #441 holding.
Avalon Trust first reported a position in Kyndryl in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's Kyndryl position peaked at $5.25K in Q2 2025.
660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.