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Beacon Investment Advisory Services’s Kyndryl KD Stock Holding History

Beacon Investment 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
2026
Q2 		$611 Hold
54
– – ﹤0.01% 790
2026
Q1 		$709 Buy
+54
New +$951 ﹤0.01% 756

Other funds holding KD

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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 $3.38T AUM 44.17% 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 Investment Advisory Services's KD Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Kyndryl (KD) position steady in Q2 2026 at 54 shares worth $611. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Beacon Investment Advisory Services first reported a position in KD in Q1 2026 and has held it in 2 quarters since. The position peaked at $709 in Q1 2026. 676 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Beacon Investment Advisory Services held 54 shares of Kyndryl worth $611 as of Q2 2026.
  • Beacon Investment Advisory Services left its Kyndryl share count unchanged in Q2 2026.
  • Kyndryl made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #790 holding.
  • Beacon Investment Advisory Services first reported a position in Kyndryl in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Kyndryl position peaked at $709 in Q1 2026.
  • 676 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.