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Bell Investment Advisors’s Kyndryl KD Stock Holding History

Bell Investment 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
Q1 		$4.03K Hold
307
– – ﹤0.01% 1059
2025
Q4 		$8.15K Sell
307
-35
-10% -$949 ﹤0.01% 774
2025
Q3 		$10.3K Sell
342
-11
-3% -$378 ﹤0.01% 634
2025
Q2 		$14.8K Buy
353
+45
+15% +$1.63K ﹤0.01% 522
2025
Q1 		$9.67K Hold
308
– – ﹤0.01% 619
2024
Q4 		$10.7K Hold
308
– – ﹤0.01% 578
2024
Q3 		$7.08K Hold
308
– – ﹤0.01% 767
2024
Q2 		$8.1K Hold
308
– – ﹤0.01% 685
2024
Q1 		$6.7K Hold
308
– – ﹤0.01% 766
2023
Q4 		$6.4K Sell
308
-15
-5% -$256 ﹤0.01% 745
2023
Q3 		$4.88K Sell
323
-25
-7% -$371 ﹤0.01% 816
2023
Q2 		$4.62K Buy
348
+17
+5% +$230 ﹤0.01% 861
2023
Q1 		$4.89K Buy
331
+65
+24% +$922 ﹤0.01% 803
2022
Q4 		$2.96K Sell
266
-46
-15% -$463 ﹤0.01% 1075
2022
Q3 		$3K Buy
+312
New +$3.25K ﹤0.01% 929
2021
Q4 		$1K Buy
+62
New +$1.34K ﹤0.01% 1483

Other funds holding KD

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return