CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Kyndryl KD Stock Holding History

CAPTRUST Financial Advisors’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 		$688K Sell
52,478
-18,211
-26% -$321K ﹤0.01% 1818
2025
Q4 		$1.88M Buy
70,689
+20,760
+42% +$563K ﹤0.01% 1126
2025
Q3 		$1.5M Buy
49,929
+17,515
+54% +$602K ﹤0.01% 1191
2025
Q2 		$1.36M Buy
32,414
+9,606
+42% +$347K ﹤0.01% 1180
2025
Q1 		$716K Buy
22,808
+308
+1% +$11.5K ﹤0.01% 1443
2024
Q4 		$779K Buy
22,500
+8,377
+59% +$244K ﹤0.01% 1375
2024
Q3 		$325K Buy
14,123
+1,092
+8% +$26.6K ﹤0.01% 1839
2024
Q2 		$343K Sell
13,031
-2,420
-16% -$58K ﹤0.01% 1733
2024
Q1 		$336K Sell
15,451
-7,690
-33% -$164K ﹤0.01% 1714
2023
Q4 		$481K Sell
23,141
-602
-3% -$10.3K ﹤0.01% 1763
2023
Q3 		$359K Buy
23,743
+2,229
+10% +$33.1K ﹤0.01% 1884
2023
Q2 		$286K Sell
21,514
-1,910
-8% -$25.9K ﹤0.01% 2017
2023
Q1 		$346K Buy
23,424
+5,765
+33% +$81.8K ﹤0.01% 1650
2022
Q4 		$196K Buy
17,659
+630
+4% +$6.34K ﹤0.01% 1950
2022
Q3 		$141K Sell
17,029
-2,538
-13% -$26.4K ﹤0.01% 1884
2022
Q2 		$191K Sell
19,567
-2,089
-10% -$24.3K ﹤0.01% 1725
2022
Q1 		$284K Buy
21,656
+2,347
+12% +$35.3K ﹤0.01% 1473
2021
Q4 		$349K Buy
+19,309
New +$417K ﹤0.01% 1308

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