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Beacon Pointe Advisors’s Kyndryl KD Stock Holding History

Beacon Pointe 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
2025
Q4 		– Sell
-24,770
Closed -$744K – 1539
2025
Q3 		$744K Buy
+24,770
New +$851K 0.01% 867
2022
Q3 		– Sell
-14,736
Closed -$132K – 1035
2022
Q2 		$132K Sell
14,736
-6,084
-29% -$70.8K ﹤0.01% 994
2022
Q1 		$273K Sell
20,820
-4,127
-17% -$62.1K ﹤0.01% 1018
2021
Q4 		$452K Buy
+24,947
New +$539K 0.01% 599

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
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

Beacon Pointe Advisors's KD Position: Q4 2025 in Review

Beacon Pointe Advisors sold out of Kyndryl (KD) in Q4 2025, closing a stake of 24,770 shares — an estimated $744K sold.

Beacon Pointe Advisors first reported a position in KD in Q4 2021 and held it in 4 quarters. The position peaked at $744K in Q3 2025. 705 funds tracked by Wall St. Rank hold KD as of Q4 2025.

  • Beacon Pointe Advisors reported no remaining Kyndryl position as of Q4 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 24,770 Kyndryl shares in Q4 2025, an estimated $744K.
  • Beacon Pointe Advisors first reported a position in Kyndryl in Q4 2021 and held it in 4 quarters.
  • Beacon Pointe Advisors's Kyndryl position peaked at $744K in Q3 2025.
  • 705 funds tracked by Wall St. Rank held Kyndryl as of Q4 2025.

Based on Beacon Pointe Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.