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Beacon Financial Strategies’s Kyndryl KD Stock Holding History

Beacon Financial Strategies’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 		$5.52K Hold
488
– – ﹤0.01% 179
2026
Q1 		$6.4K Sell
488
-16
-3% -$282 ﹤0.01% 144
2025
Q4 		$13.4K Buy
+504
New +$13.7K 0.01% 135

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beacon Financial Strategies's KD Position: Q2 2026 in Review

Beacon Financial Strategies held its Kyndryl (KD) position steady in Q2 2026 at 488 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Beacon Financial Strategies first reported a position in KD in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.4K in Q4 2025. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Beacon Financial Strategies held 488 shares of Kyndryl worth $5.52K as of Q2 2026.
  • Beacon Financial Strategies left its Kyndryl share count unchanged in Q2 2026.
  • Kyndryl made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #179 holding.
  • Beacon Financial Strategies first reported a position in Kyndryl in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Kyndryl position peaked at $13.4K in Q4 2025.
  • 671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.