Ballast Advisors’s Kyndryl KD Stock Holding History

Ballast Advisors’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	–	Sell	-130	Closed	-$1.71K	–	297
2026 Q1	$1.71K	Buy	+130	New	+$2.29K	﹤0.01%	371

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

Ballast Advisors's KD Position: Q2 2026 in Review

Ballast Advisors sold out of Kyndryl (KD) in Q2 2026, closing a stake of 130 shares — an estimated $1.71K sold.

Ballast Advisors first reported a position in KD in Q1 2026 and held it in 1 quarter. The position peaked at $1.71K in Q1 2026. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Ballast Advisors reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 130 Kyndryl shares in Q2 2026, an estimated $1.71K.
Ballast Advisors first reported a position in Kyndryl in Q1 2026 and held it in 1 quarter.
Ballast Advisors's Kyndryl position peaked at $1.71K in Q1 2026.
673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.