Cacti Asset Management’s Kyndryl KD Stock Holding History

Cacti Asset 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 Q3	$460K	Sell	40,760 -2,000	-5%	-$25.4K	0.02%	63
2026 Q2	$484K	Hold	42,760	–	–	0.02%	62
2026 Q1	$561K	Hold	42,760	–	–	0.03%	61
2025 Q4	$1.16M	Hold	42,760	–	–	0.07%	51
2025 Q3	$1.26M	Hold	42,760	–	–	0.08%	49
2025 Q2	$1.77M	Hold	42,760	–	–	0.13%	43
2025 Q1	$1.34M	Sell	42,760 -2,400	-5%	-$89.9K	0.1%	48
2024 Q4	$1.56M	Hold	45,160	–	–	0.12%	47
2024 Q3	$1.06M	Hold	45,160	–	–	0.08%	53
2024 Q2	$1.18M	Hold	45,160	–	–	0.09%	49
2024 Q1	$1.24M	Sell	45,160 -100	-0.2%	-$2.13K	0.1%	48
2023 Q4	$961K	Sell	45,260 -200	-0.4%	-$3.42K	0.08%	50
2023 Q3	$685K	Hold	45,460	–	–	0.06%	54
2023 Q2	$604K	Hold	45,460	–	–	0.05%	55
2023 Q1	$671K	Buy	45,460 +10,300	+29%	+$146K	0.06%	55
2022 Q4	$391K	Hold	35,160	–	–	0.04%	56
2022 Q3	$291K	Buy	35,160 +30,000	+581%	+$312K	0.03%	61
2022 Q2	$50K	Hold	5,160	–	–	﹤0.01%	79
2022 Q1	$69K	Buy	5,160 +1,840	+55%	+$27.7K	0.01%	76
2021 Q4	$60K	Buy	+3,320	New	+$71.7K	﹤0.01%	75

Other funds holding KD

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Cacti Asset Management's KD Position: Q3 2026 in Review

Cacti Asset Management reduced its Kyndryl (KD) stake by 4.7% in Q3 2026, selling an estimated $25.4K and leaving 40,760 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #63.

Cacti Asset Management first reported a position in KD in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.77M in Q2 2025. 26 funds tracked by Wall St. Rank hold KD as of Q3 2026.

Cacti Asset Management held 40,760 shares of Kyndryl worth $460K as of Q3 2026.
Cacti Asset Management sold 2,000 Kyndryl shares in Q3 2026, an estimated $25.4K.
Kyndryl made up 0.02% of Cacti Asset Management's portfolio in Q3 2026, its #63 holding.
Cacti Asset Management first reported a position in Kyndryl in Q4 2021 and has held it in 20 quarters since.
Cacti Asset Management's Kyndryl position peaked at $1.77M in Q2 2025.
26 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Cacti Asset Management's 13F filing for Q3 2026, filed 1 Oct 2026.