BFP
KD icon

Birchwood Financial Partners’s Kyndryl KD Stock Holding History

Birchwood Financial 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
2026
Q2 		– Sell
-120
Closed -$1.57K – 357
2026
Q1 		$1.57K Hold
120
– – ﹤0.01% 335
2025
Q4 		$3.19K Buy
+120
New +$3.25K ﹤0.01% 321

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

Birchwood Financial Partners's KD Position: Q2 2026 in Review

Birchwood Financial Partners sold out of Kyndryl (KD) in Q2 2026, closing a stake of 120 shares — an estimated $1.57K sold.

Birchwood Financial Partners first reported a position in KD in Q4 2025 and held it in 2 quarters. The position peaked at $3.19K in Q4 2025. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Birchwood Financial Partners reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
  • Birchwood Financial Partners sold 120 Kyndryl shares in Q2 2026, an estimated $1.57K.
  • Birchwood Financial Partners first reported a position in Kyndryl in Q4 2025 and held it in 2 quarters.
  • Birchwood Financial Partners's Kyndryl position peaked at $3.19K in Q4 2025.
  • 671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.