BFG
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Bleakley Financial Group’s Kyndryl KD Stock Holding History

Bleakley Financial Group’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 		$349K Buy
26,630
+12,073
+83% +$213K 0.01% 695
2025
Q4 		$387K Buy
14,557
+1,493
+11% +$40.5K 0.01% 623
2025
Q3 		$392K Sell
13,064
-595
-4% -$20.4K 0.01% 530
2025
Q2 		$573K Sell
13,659
-371
-3% -$13.4K 0.01% 470
2025
Q1 		$441K Sell
14,030
-2,011
-13% -$75.4K 0.01% 444
2024
Q4 		$555K Sell
16,041
-688
-4% -$20K 0.02% 590
2024
Q3 		$384K Buy
16,729
+971
+6% +$23.7K 0.01% 681
2024
Q2 		$415K Buy
15,758
+451
+3% +$10.8K 0.01% 665
2024
Q1 		$333K Buy
15,307
+1,621
+12% +$34.5K 0.01% 730
2023
Q4 		$284K Buy
+13,686
New +$234K 0.01% 754

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