Ballentine Partners’s Kyndryl KD Stock Holding History

Ballentine Partners’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 Q4	–	Sell	-15,486	Closed	-$465K	–	1054
2025 Q3	$465K	Buy	15,486 +3,456	+29%	+$119K	0.01%	533
2025 Q2	$505K	Buy	+12,030	New	+$435K	0.01%	479

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

Ballentine Partners's KD Position: Q4 2025 in Review

Ballentine Partners sold out of Kyndryl (KD) in Q4 2025, closing a stake of 15,486 shares — an estimated $465K sold.

Ballentine Partners first reported a position in KD in Q2 2025 and held it in 2 quarters. The position peaked at $505K in Q2 2025. 704 funds tracked by Wall St. Rank hold KD as of Q4 2025.

Ballentine Partners reported no remaining Kyndryl position as of Q4 2025 after selling out during the quarter.
Ballentine Partners sold 15,486 Kyndryl shares in Q4 2025, an estimated $465K.
Ballentine Partners first reported a position in Kyndryl in Q2 2025 and held it in 2 quarters.
Ballentine Partners's Kyndryl position peaked at $505K in Q2 2025.
704 funds tracked by Wall St. Rank held Kyndryl as of Q4 2025.

Based on Ballentine Partners's 13F filing for Q4 2025, filed 3 Feb 2026.