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Avior Wealth Management’s Kyndryl KD Stock Holding History

Avior 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 		– Sell
-7,762
Closed -$326K – 724
2025
Q2 		$326K Sell
7,762
-2,149
-22% -$77.7K 0.01% 547
2025
Q1 		$311K Sell
9,911
-8,372
-46% -$314K 0.01% 535
2024
Q4 		$633K Sell
18,283
-1,691
-8% -$49.2K 0.02% 384
2024
Q3 		$459K Buy
19,974
+3,597
+22% +$87.7K 0.02% 474
2024
Q2 		$431K Buy
16,377
+15,018
+1,105% +$360K 0.02% 471
2024
Q1 		$29.6K Buy
1,359
+306
+29% +$6.51K ﹤0.01% 1448
2023
Q4 		$21.9K Hold
1,053
– – ﹤0.01% 872
2023
Q3 		$15.9K Buy
1,053
+235
+29% +$3.48K ﹤0.01% 976
2023
Q2 		$10.9K Hold
818
– – ﹤0.01% 1014
2023
Q1 		$12.1K Hold
818
– – ﹤0.01% 1019
2022
Q4 		$9.1K Sell
818
-4
-0.5% -$40 ﹤0.01% 869
2022
Q3 		$6K Sell
822
-311
-27% -$3.23K ﹤0.01% 919
2022
Q2 		$11K Sell
1,133
-6
-0.5% -$70 ﹤0.01% 756
2022
Q1 		$14K Hold
1,139
– – ﹤0.01% 780
2021
Q4 		$20K Buy
+1,139
New +$24.6K ﹤0.01% 707

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Avior Wealth Management sold out of Kyndryl (KD) in Q3 2025, closing a stake of 7,762 shares — an estimated $326K sold.

Avior Wealth Management first reported a position in KD in Q4 2021 and held it in 15 quarters. The position peaked at $633K in Q4 2024. 689 funds tracked by Wall St. Rank hold KD as of Q3 2025.

  • Avior Wealth Management reported no remaining Kyndryl position as of Q3 2025 after selling out during the quarter.
  • Avior Wealth Management sold 7,762 Kyndryl shares in Q3 2025, an estimated $326K.
  • Avior Wealth Management first reported a position in Kyndryl in Q4 2021 and held it in 15 quarters.
  • Avior Wealth Management's Kyndryl position peaked at $633K in Q4 2024.
  • 689 funds tracked by Wall St. Rank held Kyndryl as of Q3 2025.

Based on Avior Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.