BOK Financial Private Wealth’s Kyndryl KD Stock Holding History

BOK Financial Private Wealth’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	$1.01K	Sell	77 -50	-39%	-$880	﹤0.01%	408
2025 Q4	$3.37K	Hold	127	–	–	﹤0.01%	422
2025 Q3	$3.81K	Hold	127	–	–	﹤0.01%	358
2025 Q2	$5.33K	Hold	127	–	–	﹤0.01%	390
2025 Q1	$3.99K	Hold	127	–	–	﹤0.01%	441
2024 Q4	$4.39K	Sell	127 -100	-44%	-$2.91K	﹤0.01%	409
2024 Q3	$5.22K	Buy	227 +100	+79%	+$2.44K	﹤0.01%	433
2024 Q2	$3.34K	Hold	127	–	–	﹤0.01%	421
2024 Q1	$2.76K	Hold	127	–	–	﹤0.01%	419
2023 Q4	$2.64K	Buy	127 +34	+37%	+$581	﹤0.01%	431
2023 Q3	$1.41K	Sell	93 -73	-44%	-$1.08K	﹤0.01%	364
2023 Q2	$2.21K	Hold	166	–	–	﹤0.01%	340
2023 Q1	$2.45K	Hold	166	–	–	﹤0.01%	408
2022 Q4	$1.85K	Buy	166 +73	+78%	+$734	﹤0.01%	344
2022 Q3	$1K	Sell	93 -64	-41%	-$666	﹤0.01%	357
2022 Q2	$2K	Buy	+157	New	+$1.83K	﹤0.01%	360

Other funds holding KD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BOK Financial Private Wealth's KD Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Kyndryl (KD) stake by 39% in Q1 2026, selling an estimated $880 and leaving 77 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

BOK Financial Private Wealth first reported a position in KD in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.33K in Q2 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

BOK Financial Private Wealth held 77 shares of Kyndryl worth $1.01K as of Q1 2026.
BOK Financial Private Wealth sold 50 Kyndryl shares in Q1 2026, an estimated $880.
Kyndryl made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #408 holding.
BOK Financial Private Wealth first reported a position in Kyndryl in Q2 2022 and has held it in 16 quarters since.
BOK Financial Private Wealth's Kyndryl position peaked at $5.33K in Q2 2025.
660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.