AAS
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Avantax Advisory Services’s Kyndryl KD Stock Holding History

Avantax Advisory Services’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
Q2 		$542K Buy
12,927
+2,925
+29% +$106K ﹤0.01% 1539
2025
Q1 		$314K Buy
10,002
+1,892
+23% +$70.9K ﹤0.01% 1800
2024
Q4 		$281K Buy
+8,110
New +$236K ﹤0.01% 1829

Other funds holding KD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Avantax Advisory Services's KD Position: Q2 2025 in Review

Avantax Advisory Services increased its Kyndryl (KD) stake by 29% in Q2 2025, buying an estimated $106K and bringing the position to 12,927 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Avantax Advisory Services first reported a position in KD in Q4 2024 and has held it in 3 quarters since. 736 funds tracked by Wall St. Rank hold KD as of Q2 2025.

  • Avantax Advisory Services held 12,927 shares of Kyndryl worth $542K as of Q2 2025.
  • Avantax Advisory Services bought 2,925 Kyndryl shares in Q2 2025, an estimated $106K.
  • Kyndryl made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1539 holding.
  • Avantax Advisory Services first reported a position in Kyndryl in Q4 2024 and has held it in 3 quarters since.
  • 736 funds tracked by Wall St. Rank held Kyndryl as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.