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Bullock Wealth Management’s Kyndryl KD Stock Holding History

Bullock Wealth Management’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 		$4.61K Hold
384
– – ﹤0.01% 507
2026
Q1 		$4.93K Hold
384
– – ﹤0.01% 501
2025
Q4 		$10.2K Hold
384
– – 0.01% 405
2025
Q3 		$11.5K Hold
384
– – 0.01% 402
2025
Q2 		$16.1K Sell
384
-6
-2% -$217 0.01% 347
2025
Q1 		$12.5K Hold
390
– – 0.01% 354
2024
Q4 		$13.5K Hold
390
– – 0.01% 361
2024
Q3 		$8.75K Hold
390
– – 0.01% 384
2024
Q2 		$10.4K Hold
390
– – 0.01% 350
2024
Q1 		$8.4K Buy
+390
New +$8.29K 0.01% 375

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's KD Position: Q2 2026 in Review

Bullock Wealth Management held its Kyndryl (KD) position steady in Q2 2026 at 384 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Bullock Wealth Management first reported a position in KD in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.1K in Q2 2025. 676 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Bullock Wealth Management held 384 shares of Kyndryl worth $4.61K as of Q2 2026.
  • Bullock Wealth Management left its Kyndryl share count unchanged in Q2 2026.
  • Kyndryl made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #507 holding.
  • Bullock Wealth Management first reported a position in Kyndryl in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Kyndryl position peaked at $16.1K in Q2 2025.
  • 676 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.